BFWM
Bright Futures Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,919
| Closed | -$232K | – | 121 |
|
|
2024
Q4 | $232K | Sell |
9,919
-313
| -3% | -$7.31K | 0.21% | 110 |
|
|
2024
Q3 | $229K | Buy |
10,232
+6,832
| +201% | +$153K | 0.11% | 196 |
|
|
2024
Q2 | $210K | Buy |
3,400
+10
| +0.3% | +$617 | 0.11% | 193 |
|
|
2024
Q1 | $214K | Buy |
+3,390
| New | +$214K | 0.12% | 189 |
|