WMWM
Whitaker-Myers Wealth Managers’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 | $1.13M | Sell |
47,311
-505
| -1% | -$12K | 0.28% | 41 |
|
|
2025
Q1 | $1.03M | Buy |
47,816
+410
| +0.9% | +$8.83K | 0.29% | 42 |
|
|
2024
Q4 | $1.08M | Buy |
47,406
+31,498
| +198% | +$715K | 0.31% | 38 |
|
|
2024
Q3 | $1.06M | Buy |
15,908
+75
| +0.5% | +$4.99K | 0.35% | 42 |
|
|
2024
Q2 | $995K | Hold |
15,833
| – | – | 0.37% | 40 |
|
|
2024
Q1 | $967K | Buy |
15,833
+49
| +0.3% | +$2.99K | 0.41% | 42 |
|
|
2023
Q4 | $879K | Sell |
15,784
-246
| -2% | -$13.7K | 0.44% | 38 |
|
|
2023
Q3 | $799K | Buy |
16,030
+61
| +0.4% | +$3.04K | 0.5% | 36 |
|
|
2023
Q2 | $826K | Buy |
15,969
+34
| +0.2% | +$1.76K | 0.55% | 36 |
|
|
2023
Q1 | $762K | Sell |
15,935
-438
| -3% | -$21K | 0.59% | 37 |
|
|
2022
Q4 | $734K | Buy |
+16,373
| New | +$734K | 0.7% | 34 |
|