Wedmont Private Capital’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 | $12.3M | Buy |
509,143
+16,377
| +3% | +$395K | 0.52% | 32 |
|
|
2025
Q1 | $10.1M | Buy |
492,766
+481,712
| +4,358% | +$9.87M | 0.52% | 32 |
|
|
2024
Q4 | $249K | Sell |
11,054
-154
| -1% | -$3.47K | 0.01% | 595 |
|
|
2024
Q3 | $246K | Buy |
11,208
+3
| +0% | +$66 | 0.01% | 565 |
|
|
2024
Q2 | $242K | Buy |
11,205
+3
| +0% | +$65 | 0.02% | 558 |
|
|
2024
Q1 | $226K | Buy |
11,202
+3
| +0% | +$61 | 0.02% | 538 |
|
|
2023
Q4 | $207K | Buy |
+11,199
| New | +$207K | 0.02% | 526 |
|
|
2023
Q2 | – | Sell |
-20,472
| Closed | -$326K | – | 519 |
|
|
2023
Q1 | $326K | Buy |
20,472
+3
| +0% | +$48 | 0.04% | 323 |
|
|
2022
Q4 | $310K | Buy |
20,469
+2,829
| +16% | +$42.9K | 0.05% | 324 |
|
|
2022
Q3 | $247K | Hold |
17,640
| – | – | 0.05% | 309 |
|
|
2022
Q2 | $260K | Hold |
17,640
| – | – | 0.06% | 272 |
|
|
2022
Q1 | $317K | Buy |
17,640
+756
| +4% | +$13.6K | 0.07% | 226 |
|
|
2021
Q4 | $310K | Buy |
+16,884
| New | +$310K | 0.1% | 165 |
|