AWA
Aletheian Wealth Advisors’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 | $616K | Buy |
25,860
+3
| +0% | +$71 | 0.3% | 52 |
|
|
2025
Q1 | $557K | Sell |
25,857
-3,688
| -12% | -$79.4K | 0.31% | 52 |
|
|
2024
Q4 | $671K | Buy |
29,545
+19,698
| +200% | +$447K | 0.4% | 48 |
|
|
2024
Q3 | $655K | Sell |
9,847
-1,237
| -11% | -$82.3K | 0.38% | 46 |
|
|
2024
Q2 | $697K | Sell |
11,084
-295
| -3% | -$18.5K | 0.37% | 60 |
|
|
2024
Q1 | $695K | Hold |
11,379
| – | – | 0.38% | 58 |
|
|
2023
Q4 | $633K | Buy |
11,379
+16
| +0.1% | +$891 | 0.42% | 56 |
|
|
2023
Q3 | $566K | Buy |
11,363
+15
| +0.1% | +$748 | 0.43% | 56 |
|
|
2023
Q2 | $587K | Buy |
11,348
+13
| +0.1% | +$672 | 0.4% | 62 |
|
|
2023
Q1 | $542K | Buy |
11,335
+21
| +0.2% | +$1.01K | 0.48% | 39 |
|
|
2022
Q4 | $507K | Buy |
11,314
+18
| +0.2% | +$807 | 0.44% | 52 |
|
|
2022
Q3 | $474K | Buy |
11,296
+17
| +0.2% | +$713 | 0.54% | 37 |
|
|
2022
Q2 | $498K | Buy |
11,279
+18
| +0.2% | +$795 | 0.51% | 37 |
|
|
2022
Q1 | $601K | Buy |
11,261
+5,019
| +80% | +$268K | 0.57% | 35 |
|
|
2021
Q4 | $705K | Buy |
+6,242
| New | +$705K | 0.69% | 30 |
|