AWA
Aquire 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 | $602K | Hold |
25,261
| – | – | 0.16% | 29 |
|
|
2025
Q1 | $544K | Hold |
25,261
| – | – | 0.17% | 30 |
|
|
2024
Q4 | $573K | Buy |
25,261
+16,280
| +181% | +$370K | 0.18% | 30 |
|
|
2024
Q3 | $597K | Hold |
8,981
| – | – | 0.19% | 29 |
|
|
2024
Q2 | $565K | Hold |
8,981
| – | – | 0.19% | 31 |
|
|
2024
Q1 | $548K | Buy |
8,981
+91
| +1% | +$5.56K | 0.19% | 32 |
|
|
2023
Q4 | $495K | Sell |
8,890
-170
| -2% | -$9.46K | 0.19% | 30 |
|
|
2023
Q3 | $452K | Hold |
9,060
| – | – | 0.19% | 29 |
|
|
2023
Q2 | $468K | Hold |
9,060
| – | – | 0.19% | 29 |
|
|
2023
Q1 | $434K | Hold |
9,060
| – | – | 0.19% | 30 |
|
|
2022
Q4 | $406K | Hold |
9,060
| – | – | 0.2% | 29 |
|
|
2022
Q3 | $380K | Hold |
9,060
| – | – | 0.22% | 29 |
|
|
2022
Q2 | $400K | Buy |
9,060
+50
| +0.6% | +$2.21K | 0.23% | 28 |
|
|
2022
Q1 | $481K | Buy |
9,010
+4,578
| +103% | +$244K | 0.26% | 30 |
|
|
2021
Q4 | $501K | Buy |
+4,432
| New | +$501K | 0.26% | 29 |
|