WealthBridge Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Sell |
13,075
-1,492
| -10% | -$35.6K | 0.08% | 166 |
|
|
2025
Q1 | $314K | Sell |
14,567
-992
| -6% | -$21.4K | 0.09% | 153 |
|
|
2024
Q4 | $353K | Buy |
15,559
+7
| +0% | +$159 | 0.1% | 136 |
|
|
2024
Q3 | $345K | Sell |
15,552
-585
| -4% | -$13K | 0.1% | 139 |
|
|
2024
Q2 | $338K | Hold |
16,137
| – | – | 0.11% | 124 |
|
|
2024
Q1 | $328K | Buy |
16,137
+309
| +2% | +$6.29K | 0.11% | 123 |
|
|
2023
Q4 | $294K | Sell |
15,828
-198
| -1% | -$3.67K | 0.11% | 123 |
|
|
2023
Q3 | $266K | Sell |
16,026
-5,988
| -27% | -$99.5K | 0.11% | 134 |
|
|
2023
Q2 | $379K | Sell |
22,014
-1,266
| -5% | -$21.8K | 0.15% | 105 |
|
|
2023
Q1 | $371K | Sell |
23,280
-10,263
| -31% | -$164K | 0.15% | 119 |
|
|
2022
Q4 | $501K | Sell |
33,543
-1,254
| -4% | -$18.7K | 0.21% | 98 |
|
|
2022
Q3 | $513K | Hold |
34,797
| – | – | 0.22% | 93 |
|
|
2022
Q2 | $513K | Sell |
34,797
-891
| -2% | -$13.1K | 0.22% | 93 |
|
|
2022
Q1 | $635K | Sell |
35,688
-900
| -2% | -$16K | 0.24% | 89 |
|
|
2021
Q4 | $689K | Sell |
36,588
-300
| -0.8% | -$5.65K | 0.26% | 81 |
|
|
2021
Q3 | $638K | Sell |
36,888
-30
| -0.1% | -$519 | 0.24% | 82 |
|
|
2021
Q2 | $642K | Sell |
36,918
-2,094
| -5% | -$36.4K | 0.23% | 87 |
|
|
2021
Q1 | $629K | Sell |
39,012
-1,488
| -4% | -$24K | 0.26% | 83 |
|
|
2020
Q4 | $614K | Sell |
40,500
-1,644
| -4% | -$24.9K | 0.27% | 76 |
|
|
2020
Q3 | $559K | Sell |
42,144
-348
| -0.8% | -$4.62K | 0.29% | 70 |
|
|
2020
Q2 | $520K | Buy |
42,492
+12
| +0% | +$147 | 0.29% | 66 |
|
|
2020
Q1 | $428K | Buy |
42,480
+12
| +0% | +$121 | 0.3% | 71 |
|
|
2019
Q4 | $544K | Buy |
42,468
+762
| +2% | +$9.76K | 0.35% | 63 |
|
|
2019
Q3 | $494K | Buy |
41,706
+1,206
| +3% | +$14.3K | 0.36% | 67 |
|
|
2019
Q2 | $405K | Sell |
40,500
-5,550
| -12% | -$55.5K | 0.37% | 62 |
|
|
2019
Q1 | $530K | Buy |
46,050
+5,550
| +14% | +$63.9K | 0.34% | 59 |
|
|
2018
Q4 | $405K | Buy |
+40,500
| New | +$405K | 0.31% | 62 |
|