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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.5M | Sell |
1,173,635
-19,633
| -2% | -$515K | 8.76% | 1 |
|
|
2025
Q4 | $31.3M | Sell |
1,193,268
-28,033
| -2% | -$730K | 9% | 1 |
|
|
2025
Q3 | $31.4M | Sell |
1,221,301
-62,768
| -5% | -$1.55M | 9.04% | 1 |
|
|
2025
Q2 | $30.6M | Buy |
1,284,069
+3,857
| +0.3% | +$85K | 9.06% | 1 |
|
|
2025
Q1 | $27.6M | Buy |
1,280,212
+11,531
| +0.9% | +$262K | 8.95% | 1 |
|
|
2024
Q4 | $28.8M | Sell |
1,268,681
-2,438,254
| -66% | -$55.7M | 9.04% | 1 |
|
|
2024
Q3 | $28M | Buy |
3,706,935
+2,452,167
| +195% | +$52.4M | 8.93% | 1 |
|
|
2024
Q2 | $26.4M | Sell |
1,254,768
-18,396
| -1% | -$373K | 8.99% | 1 |
|
|
2024
Q1 | $25.9M | Buy |
1,273,164
+19,485
| +2% | +$377K | 9.25% | 1 |
|
|
2023
Q4 | $23.3M | Buy |
1,253,679
+1,140
| +0.1% | +$19.7K | 9.19% | 1 |
|
|
2023
Q3 | $20.8M | Buy |
1,252,539
+223,083
| +22% | +$3.86M | 8.92% | 1 |
|
|
2023
Q2 | $17.7M | Buy |
1,029,456
+268,665
| +35% | +$4.38M | 7.36% | 1 |
|
|
2023
Q1 | $12.1M | Sell |
760,791
-27,003
| -3% | -$422K | 5.24% | 2 |
|
|
2022
Q4 | $11.8M | Sell |
787,794
-258,648
| -25% | -$3.89M | 5.72% | 2 |
|
|
2022
Q3 | $14.6M | Sell |
1,046,442
-234,687
| -18% | -$3.65M | 7.37% | 2 |
|
|
2022
Q2 | $18.9M | Sell |
1,281,129
-238,677
| -16% | -$3.83M | 9.32% | 1 |
|
|
2022
Q1 | $27M | Buy |
1,519,806
+82,416
| +6% | +$1.45M | 10.39% | 1 |
|
|
2021
Q4 | $27.1M | Sell |
1,437,390
-17,994
| -1% | -$331K | 9.94% | 1 |
|
|
2021
Q3 | $25.2M | Buy |
1,455,384
+83,544
| +6% | +$1.49M | 9.71% | 1 |
|
|
2021
Q2 | $23.8M | Buy |
1,371,840
+21,180
| +2% | +$358K | 9.66% | 1 |
|
|
2021
Q1 | $21.8M | Buy |
1,350,660
+32,118
| +2% | +$506K | 10.06% | 1 |
|
|
2020
Q4 | $20M | Sell |
1,318,542
-27,642
| -2% | -$394K | 10.9% | 1 |
|
|
2020
Q3 | $17.9M | Sell |
1,346,184
-487,644
| -27% | -$6.41M | 11.83% | 1 |
|
|
2020
Q2 | $22.5M | Sell |
1,833,828
-118,566
| -6% | -$1.37M | 18.09% | 1 |
|
|
2020
Q1 | $19.7M | Sell |
1,952,394
-55,236
| -3% | -$668K | 20.72% | 1 |
|
|
2019
Q4 | $25.7M | Buy |
2,007,630
+218,646
| +12% | +$2.68M | 19.55% | 1 |
|
|
2019
Q3 | $21.2M | Buy |
+1,788,984
| New | +$21.1M | 18.39% | 1 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM