Wolff Wiese Magana’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 | $11.7K | Hold |
492
| – | – | 0.01% | 380 |
|
|
2025
Q1 | $10.6K | Hold |
492
| – | – | 0.01% | 399 |
|
|
2024
Q4 | $11.2K | Hold |
492
| – | – | 0.01% | 408 |
|
|
2024
Q3 | $10.9K | Buy |
+492
| New | +$10.9K | 0.01% | 428 |
|
|
2023
Q4 | – | Sell |
-1,431
| Closed | -$23.8K | – | 822 |
|
|
2023
Q3 | $23.8K | Buy |
1,431
+6
| +0.4% | +$100 | 0.02% | 250 |
|
|
2023
Q2 | $24.6K | Buy |
1,425
+6
| +0.4% | +$103 | 0.02% | 258 |
|
|
2023
Q1 | $22.7K | Buy |
1,419
+3
| +0.2% | +$48 | 0.02% | 255 |
|
|
2022
Q4 | $21.1K | Buy |
1,416
+6
| +0.4% | +$90 | 0.02% | 253 |
|
|
2022
Q3 | $20K | Buy |
1,410
+6
| +0.4% | +$85 | 0.02% | 372 |
|
|
2022
Q2 | $21K | Buy |
1,404
+6
| +0.4% | +$90 | 0.02% | 384 |
|
|
2022
Q1 | $25K | Buy |
1,398
+6
| +0.4% | +$107 | 0.02% | 382 |
|
|
2021
Q4 | $26K | Hold |
1,392
| – | – | 0.02% | 382 |
|
|
2021
Q3 | $24K | Buy |
1,392
+6
| +0.4% | +$103 | 0.02% | 395 |
|
|
2021
Q2 | $24K | Buy |
1,386
+6
| +0.4% | +$104 | 0.02% | 375 |
|
|
2021
Q1 | $22K | Buy |
+1,380
| New | +$22K | 0.02% | 383 |
|