WI
Wedgewood Investors’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 | $216K | Buy |
+9,080
| New | +$216K | 0.25% | 94 |
|
|
2025
Q1 | – | Sell |
-9,074
| Closed | -$206K | – | 101 |
|
|
2024
Q4 | $206K | Buy |
9,074
+6,052
| +200% | +$137K | 0.24% | 96 |
|
|
2024
Q3 | $201K | Buy |
+3,022
| New | +$201K | 0.22% | 100 |
|
|
2022
Q1 | – | Sell |
-1,802
| Closed | -$204K | – | 99 |
|
|
2021
Q4 | $204K | Sell |
1,802
-332
| -16% | -$37.6K | 0.24% | 94 |
|
|
2021
Q3 | $222K | Hold |
2,134
| – | – | 0.29% | 88 |
|
|
2021
Q2 | $223K | Hold |
2,134
| – | – | 0.28% | 90 |
|
|
2021
Q1 | $206K | Buy |
+2,134
| New | +$206K | 0.26% | 94 |
|