Western Pacific Wealth Management’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 | $37.5K | Buy |
1,575
+5
| +0.3% | +$119 | 0.04% | 146 |
|
|
2025
Q1 | $33.8K | Buy |
1,570
+4
| +0.3% | +$86 | 0.03% | 143 |
|
|
2024
Q4 | $35.5K | Buy |
1,566
+6
| +0.4% | +$136 | 0.03% | 149 |
|
|
2024
Q3 | $34.6K | Buy |
1,560
+9
| +0.6% | +$200 | 0.02% | 179 |
|
|
2024
Q2 | $32.5K | Hold |
1,551
| – | – | 0.02% | 161 |
|
|
2024
Q1 | $31.5K | Buy |
1,551
+6
| +0.4% | +$122 | 0.02% | 164 |
|
|
2023
Q4 | $28.7K | Buy |
1,545
+6
| +0.4% | +$111 | 0.02% | 167 |
|
|
2023
Q3 | $25.6K | Hold |
1,539
| – | – | 0.02% | 176 |
|
|
2023
Q2 | $26.5K | Hold |
1,539
| – | – | 0.02% | 173 |
|
|
2023
Q1 | $24.5K | Hold |
1,539
| – | – | 0.02% | 177 |
|
|
2022
Q4 | $23K | Buy |
+1,539
| New | +$23K | 0.02% | 172 |
|