Westmount Partners’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 | $846K | Sell |
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|
2025
Q2 | $794K | Sell |
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|
2025
Q1 | $734K | Buy |
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|
2024
Q4 | $771K | Buy |
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|
2024
Q3 | $752K | Buy |
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|
2024
Q2 | $709K | Buy |
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|
2024
Q1 | $680K | Buy |
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|
2023
Q4 | $591K | Buy |
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|
2023
Q3 | $508K | Buy |
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|
2023
Q2 | $521K | Buy |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $438K | Buy |
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