WA
Wealthstream Advisors’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 | $950K | Buy |
39,863
+4,462
| +13% | +$106K | 0.16% | 54 |
|
|
2025
Q1 | $762K | Sell |
35,401
-10,234
| -22% | -$220K | 0.14% | 57 |
|
|
2024
Q4 | $1.04M | Buy |
45,635
+34,010
| +293% | +$772K | 0.19% | 47 |
|
|
2024
Q3 | $773K | Sell |
11,625
-170
| -1% | -$11.3K | 0.14% | 56 |
|
|
2024
Q2 | $742K | Buy |
11,795
+339
| +3% | +$21.3K | 0.27% | 52 |
|
|
2024
Q1 | $699K | Buy |
11,456
+1,962
| +21% | +$120K | 0.27% | 54 |
|
|
2023
Q4 | $529K | Buy |
9,494
+3,806
| +67% | +$212K | 0.22% | 64 |
|
|
2023
Q3 | $284K | Buy |
5,688
+405
| +8% | +$20.2K | 0.15% | 78 |
|
|
2023
Q2 | $273K | Buy |
+5,283
| New | +$273K | 0.14% | 77 |
|