WT Wealth Management’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
Q2 | $30.6M | Buy |
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2025
Q1 | $27.6M | Buy |
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|
2024
Q4 | $28.8M | Sell |
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|
2024
Q3 | $28M | Buy |
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|
2024
Q2 | $26.4M | Sell |
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|
2024
Q1 | $25.9M | Buy |
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|
2023
Q4 | $23.3M | Buy |
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|
2023
Q3 | $20.8M | Buy |
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|
2023
Q2 | $17.7M | Buy |
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|
2023
Q1 | $12.1M | Sell |
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|
2022
Q4 | $11.8M | Sell |
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|
2022
Q3 | $14.6M | Sell |
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|
2022
Q2 | $18.9M | Sell |
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|
2022
Q1 | $27M | Buy |
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|
2021
Q4 | $27.1M | Sell |
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|
2021
Q3 | $25.2M | Buy |
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|
2021
Q2 | $23.8M | Buy |
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|
2021
Q1 | $21.8M | Buy |
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|
2020
Q4 | $20M | Sell |
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|
2020
Q3 | $17.9M | Sell |
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|
2020
Q2 | $22.5M | Sell |
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|
2020
Q1 | $19.7M | Sell |
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|
2019
Q4 | $25.7M | Buy |
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|
2019
Q3 | $21.2M | Buy |
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