Wealthcare Advisory Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Wealthcare Advisory Partners’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.28M	Sell	179,560 -1,051	-0.6%	-$25K	0.1%	170
2025 Q1	$3.89M	Sell	180,611 -7,754	-4%	-$167K	0.1%	171
2024 Q4	$4.28M	Sell	188,365 -9,347	-5%	-$212K	0.12%	152
2024 Q3	$4.38M	Sell	197,712 -14,001	-7%	-$310K	0.12%	146
2024 Q2	$4.44M	Buy	211,713 +7,539	+4%	+$158K	0.14%	128
2024 Q1	$4.15M	Buy	204,174 +26,646	+15%	+$542K	0.14%	127
2023 Q4	$3.29M	Sell	177,528 -4,878	-3%	-$90.5K	0.13%	131
2023 Q3	$3.03M	Sell	182,406 -27,696	-13%	-$460K	0.14%	121
2023 Q2	$3.62M	Buy	210,102 +180	+0.1%	+$3.1K	0.16%	109
2023 Q1	$3.35M	Buy	209,922 +1,071	+0.5%	+$17.1K	0.14%	121
2022 Q4	$3.12M	Buy	208,851 +4,389	+2%	+$65.6K	0.15%	117
2022 Q3	$2.86M	Buy	204,462 +5,085	+3%	+$71.2K	0.16%	111
2022 Q2	$2.94M	Buy	199,377 +185,466	+1,333%	+$2.73M	0.18%	89
2022 Q1	$248K	Sell	13,911 -651	-4%	-$11.6K	0.02%	468
2021 Q4	$274K	Buy	14,562 +1,524	+12%	+$28.7K	0.02%	465
2021 Q3	$226K	Hold	13,038	–	–	0.01%	495
2021 Q2	$227K	Sell	13,038 -42	-0.3%	-$731	0.02%	495
2021 Q1	$211K	Sell	13,080 -4,818	-27%	-$77.7K	0.02%	474
2020 Q4	$271K	Hold	17,898	–	–	0.02%	342
2020 Q3	$238K	Sell	17,898 -42	-0.2%	-$558	0.03%	305
2020 Q2	$220K	Buy	17,940 +48	+0.3%	+$589	0.03%	287
2020 Q1	$180K	Sell	17,892 -1,818	-9%	-$18.3K	0.03%	274
2019 Q4	$253K	Buy	19,710 +6	+0%	+$77	0.03%	264
2019 Q3	$233K	Buy	19,704 +6	+0%	+$71	0.03%	247
2019 Q2	$232K	Sell	19,698 -1,506	-7%	-$17.7K	0.04%	252
2019 Q1	$240K	Buy	21,204 +4,932	+30%	+$55.8K	0.04%	215
2018 Q4	$163K	Buy	16,272 +12,264	+306%	+$123K	0.03%	234
2018 Q3	$47K	Hold	4,008	–	–	0.01%	484
2018 Q2	$44K	Sell	4,008 -5,196	-56%	-$57K	0.01%	486
2018 Q1	$98K	Buy	9,204 +4,032	+78%	+$42.9K	0.02%	282
2017 Q4	$56K	Buy	5,172 +24	+0.5%	+$260	0.01%	352
2017 Q3	$52K	Buy	+5,148	New	+$52K	0.02%	298