Elevate Wealth Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.4K | Hold |
2,703
| – | – | 0.05% | 95 |
|
|
2025
Q1 | $58.2K | Sell |
2,703
-777
| -22% | -$16.7K | 0.04% | 96 |
|
|
2024
Q4 | $79K | Sell |
3,480
-741
| -18% | -$16.8K | 0.06% | 80 |
|
|
2024
Q3 | $93.6K | Hold |
4,221
| – | – | 0.07% | 79 |
|
|
2024
Q2 | $88.7K | Hold |
4,221
| – | – | 0.07% | 72 |
|
|
2024
Q1 | $85.9K | Hold |
4,221
| – | – | 0.07% | 70 |
|
|
2023
Q4 | $78.3K | Buy |
+4,221
| New | +$78.3K | 0.07% | 73 |
|