WealthShield Partners’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 | $273K | Sell |
11,477
-525
| -4% | -$12.5K | 0.03% | 284 |
|
|
2025
Q1 | $258K | Sell |
12,002
-2,472
| -17% | -$53.2K | 0.03% | 286 |
|
|
2024
Q4 | $329K | Buy |
14,474
+3,593
| +33% | +$81.6K | 0.05% | 239 |
|
|
2024
Q3 | $241K | Sell |
10,881
-990
| -8% | -$22K | 0.03% | 271 |
|
|
2024
Q2 | $250K | Sell |
11,871
-2,073
| -15% | -$43.6K | 0.04% | 254 |
|
|
2024
Q1 | $284K | Sell |
13,944
-567
| -4% | -$11.5K | 0.05% | 240 |
|
|
2023
Q4 | $269K | Hold |
14,511
| – | – | 0.04% | 247 |
|
|
2023
Q3 | $241K | Sell |
14,511
-291
| -2% | -$4.84K | 0.04% | 271 |
|
|
2023
Q2 | $255K | Sell |
14,802
-4,539
| -23% | -$78.2K | 0.04% | 268 |
|
|
2023
Q1 | $308K | Sell |
19,341
-2,727
| -12% | -$43.5K | 0.05% | 252 |
|
|
2022
Q4 | $330K | Sell |
22,068
-10,551
| -32% | -$158K | 0.06% | 236 |
|
|
2022
Q3 | $457K | Sell |
32,619
-2,814
| -8% | -$39.4K | 0.09% | 203 |
|
|
2022
Q2 | $522K | Sell |
35,433
-7,353
| -17% | -$108K | 0.1% | 193 |
|
|
2022
Q1 | $761K | Sell |
42,786
-44,166
| -51% | -$786K | 0.12% | 180 |
|
|
2021
Q4 | $1.64M | Buy |
+86,952
| New | +$1.64M | 0.27% | 78 |
|
|
2021
Q3 | – | Sell |
-3,780
| Closed | -$66K | – | 634 |
|
|
2021
Q2 | $66K | Buy |
3,780
+486
| +15% | +$8.49K | 0.01% | 420 |
|
|
2021
Q1 | $53K | Buy |
+3,294
| New | +$53K | 0.01% | 448 |
|
|
2020
Q4 | – | Sell |
-3,012
| Closed | -$40K | – | 386 |
|
|
2020
Q3 | $40K | Hold |
3,012
| – | – | 0.01% | 310 |
|
|
2020
Q2 | $37K | Hold |
3,012
| – | – | 0.02% | 259 |
|
|
2020
Q1 | $30K | Hold |
3,012
| – | – | 0.02% | 205 |
|
|
2019
Q4 | $39K | Hold |
3,012
| – | – | 0.02% | 221 |
|
|
2019
Q3 | $36K | Hold |
3,012
| – | – | 0.02% | 210 |
|
|
2019
Q2 | $35K | Hold |
3,012
| – | – | 0.02% | 184 |
|
|
2019
Q1 | $34K | Buy |
+3,012
| New | +$34K | 0.02% | 203 |
|