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Wedmont Private Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Wedmont Private Capital’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.8M Buy
540,035
+20
+0% +$560 0.43% 36
2026
Q1 		$14.1M Buy
540,015
+37,134
+7% +$974K 0.45% 34
2025
Q4 		$13.4M Buy
502,881
+5,544
+1% +$144K 0.46% 35
2025
Q3 		$12.8M Sell
497,337
-11,806
-2% -$292K 0.48% 33
2025
Q2 		$12.3M Buy
509,143
+16,377
+3% +$361K 0.52% 32
2025
Q1 		$10.1M Buy
492,766
+481,712
+4,358% +$11M 0.52% 32
2024
Q4 		$249K Sell
11,054
-154
-1% -$3.52K 0.01% 595
2024
Q3 		$246K Buy
11,208
+3
+0% +$64 0.01% 565
2024
Q2 		$242K Buy
11,205
+3
+0% +$61 0.02% 558
2024
Q1 		$226K Buy
11,202
+3
+0% +$58 0.02% 538
2023
Q4 		$207K Buy
+11,199
New +$193K 0.02% 526
2023
Q2 		– Sell
-20,472
Closed -$326K – 519
2023
Q1 		$326K Buy
20,472
+3
+0% +$47 0.04% 323
2022
Q4 		$310K Buy
20,469
+2,829
+16% +$42.5K 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% +$13.3K 0.07% 226
2021
Q4 		$310K Buy
+16,884
New +$311K 0.1% 165

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