WI
WBI Investments’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Buy |
+203,177
| New | +$4.84M | 1.26% | 9 |
|
|
2022
Q2 | – | Sell |
-186,880
| Closed | -$9.98M | – | 182 |
|
|
2022
Q1 | $9.98M | Buy |
+186,880
| New | +$9.98M | 1.61% | 10 |
|
|
2021
Q4 | – | Sell |
-77,267
| Closed | -$8.02M | – | 227 |
|
|
2021
Q3 | $8.02M | Buy |
+77,267
| New | +$8.02M | 1.35% | 15 |
|
|
2020
Q4 | – | Sell |
-98,955
| Closed | -$7.88M | – | 193 |
|
|
2020
Q3 | $7.88M | Sell |
98,955
-35,684
| -27% | -$2.84M | 1.21% | 28 |
|
|
2020
Q2 | $9.89M | Buy |
+134,639
| New | +$9.89M | 1.58% | 24 |
|