Wealthspire Advisors (New York)’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 | $23.8M | Sell |
1,000,692
-3,226
| -0.3% | -$76.9K | 0.13% | 72 |
|
|
2025
Q1 | $21.6M | Buy |
1,003,918
+496,815
| +98% | +$10.7M | 0.13% | 75 |
|
|
2024
Q4 | $11.5M | Sell |
507,103
-3,632
| -0.7% | -$82.4K | 0.11% | 90 |
|
|
2024
Q3 | $11.3M | Buy |
510,735
+324,240
| +174% | +$7.19M | 0.12% | 92 |
|
|
2024
Q2 | $3.91M | Buy |
186,495
+1,866
| +1% | +$39.1K | 0.05% | 132 |
|
|
2024
Q1 | $3.76M | Sell |
184,629
-4,002
| -2% | -$81.4K | 0.05% | 130 |
|
|
2023
Q4 | $3.5M | Buy |
188,631
+128,730
| +215% | +$2.39M | 0.05% | 136 |
|
|
2023
Q3 | $995K | Buy |
59,901
+10,374
| +21% | +$172K | 0.02% | 279 |
|
|
2023
Q2 | $854K | Sell |
49,527
-3,069
| -6% | -$52.9K | 0.01% | 275 |
|
|
2023
Q1 | $839K | Buy |
+52,596
| New | +$839K | 0.01% | 279 |
|
|
2022
Q3 | – | Sell |
-16,131
| Closed | -$238K | – | 540 |
|
|
2022
Q2 | $238K | Buy |
+16,131
| New | +$238K | 0.01% | 447 |
|
|
2021
Q4 | – | Sell |
-33,222
| Closed | -$575K | – | 611 |
|
|
2021
Q3 | $575K | Buy |
+33,222
| New | +$575K | 0.01% | 333 |
|