APG
Abacus Planning Group’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 | $2.08M | Buy |
87,406
+47,461
| +119% | +$1.13M | 0.31% | 46 |
|
|
2025
Q1 | $860K | Buy |
39,945
+8,272
| +26% | +$178K | 0.15% | 84 |
|
|
2024
Q4 | $719K | Buy |
31,673
+21,303
| +205% | +$484K | 0.13% | 89 |
|
|
2024
Q3 | $690K | Buy |
10,370
+17
| +0.2% | +$1.13K | 0.12% | 92 |
|
|
2024
Q2 | $651K | Sell |
10,353
-246
| -2% | -$15.5K | 0.13% | 93 |
|
|
2024
Q1 | $647K | Buy |
10,599
+1,127
| +12% | +$68.8K | 0.13% | 93 |
|
|
2023
Q4 | $527K | Buy |
9,472
+175
| +2% | +$9.74K | 0.11% | 102 |
|
|
2023
Q3 | $463K | Buy |
9,297
+211
| +2% | +$10.5K | 0.11% | 105 |
|
|
2023
Q2 | $470K | Buy |
9,086
+8
| +0.1% | +$414 | 0.11% | 108 |
|
|
2023
Q1 | $434K | Buy |
9,078
+1,341
| +17% | +$64.2K | 0.11% | 108 |
|
|
2022
Q4 | $347K | Buy |
+7,737
| New | +$347K | 0.09% | 123 |
|