Waypoint Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Hold |
|
|||||
|
2025
Q1 | $1.59M | Hold |
|
|||||
|
2024
Q4 | $1.68M | Hold |
|
|||||
|
2024
Q3 | $1.64M | Hold |
|
|||||
|
2024
Q2 | $1.55M | Hold |
|
|||||
|
2024
Q1 | $1.5M | Hold |
|
|||||
|
2023
Q4 | $1.37M | Hold |
|
|||||
|
2023
Q3 | $1.23M | Hold |
|
|||||
|
2023
Q2 | $1.27M | Sell |
|
|||||
|
2023
Q1 | $1.26M | Buy |
|
|||||
|
2022
Q4 | $1.1M | Sell |
|
|||||
|
2022
Q3 | $1.08M | Buy |
|
|||||
|
2022
Q2 | $1.11M | Hold |
|
|||||
|
2022
Q1 | $1.34M | Buy |
|
|||||
|
2021
Q4 | $1.23M | Hold |
|
|||||
|
2021
Q3 | $1.13M | Buy |
|
|||||
|
2021
Q2 | $1.11M | Sell |
|
|||||
|
2021
Q1 | $1.04M | Buy |
|
|||||
|
2020
Q4 | $970K | Buy |
|