Wedmont Private Capital’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.8M | Sell |
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|
2025
Q2 | $12.3M | Buy |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $246K | Buy |
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|
2024
Q2 | $242K | Buy |
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|
2024
Q1 | $226K | Buy |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $310K | Buy |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q4 | $310K | Buy |
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