Wealthcare Capital Management’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 | $681K | Sell |
|
|||||
|
2025
Q1 | $626K | Hold |
|
|||||
|
2024
Q4 | $660K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $609K | Hold |
|
|||||
|
2024
Q1 | $592K | Hold |
|
|||||
|
2023
Q4 | $540K | Hold |
|
|||||
|
2023
Q3 | $483K | Hold |
|
|||||
|
2023
Q2 | $501K | Hold |
|
|||||
|
2023
Q1 | $464K | Sell |
|
|||||
|
2022
Q4 | $511K | Hold |
|
|||||
|
2022
Q3 | $479K | Sell |
|
|||||
|
2022
Q2 | $587K | Sell |
|
|||||
|
2022
Q1 | $3.84M | Sell |
|
|||||
|
2021
Q4 | $4.19M | Sell |
|
|||||
|
2021
Q3 | $6.58M | Hold |
|
|||||
|
2021
Q2 | $6.6M | Sell |
|
|||||
|
2021
Q1 | $6.41M | Hold |
|
|||||
|
2020
Q4 | $6.03M | Hold |
|
|||||
|
2020
Q3 | $5.28M | Buy |
|
|||||
|
2020
Q2 | $4.84M | Buy |
|
|||||
|
2020
Q1 | $622K | Sell |
|
|||||
|
2019
Q4 | $1.55M | Hold |
|
|||||
|
2019
Q3 | $1.43M | Buy |
|
|||||
|
2019
Q2 | $1.41M | Buy |
|
|||||
|
2019
Q1 | $1.02M | Sell |
|
|||||
|
2018
Q4 | $1.28M | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $7K | Hold |
|
|||||
|
2016
Q3 | $6K | Hold |
|
|||||
|
2016
Q2 | $6K | Sell |
|
|||||
|
2016
Q1 | $13K | Sell |
|
|||||
|
2015
Q4 | $156K | Buy |
|