WCM
Wealthcare Capital Management’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 | $681K | Sell |
28,578
-498
| -2% | -$11.9K | 0.07% | 42 |
|
|
2025
Q1 | $626K | Hold |
29,076
| – | – | 0.06% | 49 |
|
|
2024
Q4 | $660K | Buy |
+29,076
| New | +$660K | 0.07% | 47 |
|
|
2024
Q3 | – | Sell |
-9,692
| Closed | -$609K | – | 89 |
|
|
2024
Q2 | $609K | Hold |
9,692
| – | – | 0.06% | 49 |
|
|
2024
Q1 | $592K | Hold |
9,692
| – | – | 0.07% | 47 |
|
|
2023
Q4 | $540K | Hold |
9,692
| – | – | 0.06% | 49 |
|
|
2023
Q3 | $483K | Hold |
9,692
| – | – | 0.06% | 46 |
|
|
2023
Q2 | $501K | Hold |
9,692
| – | – | 0.06% | 44 |
|
|
2023
Q1 | $464K | Sell |
9,692
-1,722
| -15% | -$82.4K | 0.06% | 46 |
|
|
2022
Q4 | $511K | Hold |
11,414
| – | – | 0.07% | 46 |
|
|
2022
Q3 | $479K | Sell |
11,414
-1,876
| -14% | -$78.7K | 0.06% | 43 |
|
|
2022
Q2 | $587K | Sell |
13,290
-58,677
| -82% | -$2.59M | 0.06% | 38 |
|
|
2022
Q1 | $3.84M | Buy |
71,967
+34,923
| +94% | +$1.86M | 0.37% | 11 |
|
|
2021
Q4 | $4.19M | Sell |
37,044
-26,277
| -41% | -$2.97M | 0.38% | 12 |
|
|
2021
Q3 | $6.58M | Hold |
63,321
| – | – | 0.64% | 9 |
|
|
2021
Q2 | $6.6M | Sell |
63,321
-2,940
| -4% | -$307K | 0.63% | 10 |
|
|
2021
Q1 | $6.41M | Hold |
66,261
| – | – | 0.64% | 9 |
|
|
2020
Q4 | $6.03M | Hold |
66,261
| – | – | 0.63% | 10 |
|
|
2020
Q3 | $5.28M | Buy |
66,261
+399
| +0.6% | +$31.8K | 0.6% | 10 |
|
|
2020
Q2 | $4.84M | Buy |
65,862
+55,567
| +540% | +$4.08M | 0.59% | 9 |
|
|
2020
Q1 | $622K | Sell |
10,295
-9,823
| -49% | -$593K | 0.08% | 27 |
|
|
2019
Q4 | $1.55M | Hold |
20,118
| – | – | 0.18% | 22 |
|
|
2019
Q3 | $1.43M | Buy |
20,118
+123
| +0.6% | +$8.74K | 0.18% | 23 |
|
|
2019
Q2 | $1.41M | Buy |
19,995
+4,970
| +33% | +$350K | 0.19% | 19 |
|
|
2019
Q1 | $1.02M | Sell |
15,025
-6,418
| -30% | -$437K | 0.15% | 24 |
|
|
2018
Q4 | $1.29M | Buy |
+21,443
| New | +$1.29M | 0.2% | 19 |
|
|
2017
Q1 | – | Sell |
-124
| Closed | -$7K | – | 198 |
|
|
2016
Q4 | $7K | Hold |
124
| – | – | ﹤0.01% | 132 |
|
|
2016
Q3 | $6K | Hold |
124
| – | – | ﹤0.01% | 141 |
|
|
2016
Q2 | $6K | Sell |
124
-147
| -54% | -$7.11K | ﹤0.01% | 141 |
|
|
2016
Q1 | $13K | Sell |
271
-2,917
| -91% | -$140K | ﹤0.01% | 123 |
|
|
2015
Q4 | $156K | Buy |
+3,188
| New | +$156K | 0.02% | 51 |
|