WFA
West Financial 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 | $458K | Sell |
19,203
-6,951
| -27% | -$166K | 0.08% | 46 |
|
|
2025
Q1 | $563K | Hold |
26,154
| – | – | 0.11% | 42 |
|
|
2024
Q4 | $594K | Buy |
26,154
+17,348
| +197% | +$394K | 0.11% | 41 |
|
|
2024
Q3 | $586K | Sell |
8,806
-247
| -3% | -$16.4K | 0.11% | 41 |
|
|
2024
Q2 | $569K | Buy |
9,053
+200
| +2% | +$12.6K | 0.12% | 40 |
|
|
2024
Q1 | $540K | Hold |
8,853
| – | – | 0.12% | 41 |
|
|
2023
Q4 | $493K | Sell |
8,853
-165
| -2% | -$9.19K | 0.11% | 42 |
|
|
2023
Q3 | $450K | Sell |
9,018
-67
| -0.7% | -$3.34K | 0.11% | 42 |
|
|
2023
Q2 | $470K | Sell |
9,085
-119
| -1% | -$6.15K | 0.12% | 39 |
|
|
2023
Q1 | $440K | Buy |
9,204
+144
| +2% | +$6.89K | 0.12% | 40 |
|
|
2022
Q4 | $406K | Sell |
9,060
-1,780
| -16% | -$79.8K | 0.11% | 39 |
|
|
2022
Q3 | $455K | Sell |
10,840
-1,474
| -12% | -$61.9K | 0.14% | 39 |
|
|
2022
Q2 | $544K | Sell |
12,314
-3,460
| -22% | -$153K | 0.16% | 34 |
|
|
2022
Q1 | $842K | Buy |
15,774
+9,209
| +140% | +$492K | 0.22% | 32 |
|
|
2021
Q4 | $742K | Buy |
6,565
+664
| +11% | +$75K | 0.2% | 31 |
|
|
2021
Q3 | $613K | Buy |
5,901
+175
| +3% | +$18.2K | 0.18% | 31 |
|
|
2021
Q2 | $597K | Buy |
5,726
+74
| +1% | +$7.72K | 0.18% | 28 |
|
|
2021
Q1 | $547K | Buy |
5,652
+48
| +0.9% | +$4.65K | 0.18% | 30 |
|
|
2020
Q4 | $510K | Buy |
+5,604
| New | +$510K | 0.18% | 28 |
|