WP
Westmount Partners’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 | $794K | Sell |
33,315
-756
| -2% | -$18K | 0.22% | 88 |
|
|
2025
Q1 | $734K | Buy |
34,071
+96
| +0.3% | +$2.07K | 0.22% | 94 |
|
|
2024
Q4 | $771K | Buy |
33,975
+22,676
| +201% | +$515K | 0.23% | 84 |
|
|
2024
Q3 | $752K | Buy |
11,299
+39
| +0.3% | +$2.59K | 0.23% | 89 |
|
|
2024
Q2 | $709K | Buy |
11,260
+125
| +1% | +$7.87K | 0.23% | 88 |
|
|
2024
Q1 | $680K | Buy |
11,135
+512
| +5% | +$31.3K | 0.24% | 89 |
|
|
2023
Q4 | $591K | Buy |
10,623
+433
| +4% | +$24.1K | 0.24% | 90 |
|
|
2023
Q3 | $508K | Buy |
10,190
+112
| +1% | +$5.58K | 0.22% | 103 |
|
|
2023
Q2 | $521K | Buy |
10,078
+274
| +3% | +$14.2K | 0.23% | 98 |
|
|
2023
Q1 | $469K | Buy |
9,804
+25
| +0.3% | +$1.2K | 0.22% | 107 |
|
|
2022
Q4 | $438K | Buy |
+9,779
| New | +$438K | 0.23% | 101 |
|