Elevation Wealth Partners’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 | $2.81M | Sell |
117,805
-175
| -0.1% | -$4.17K | 1.11% | 25 |
|
|
2025
Q1 | $2.54M | Sell |
117,980
-3,725
| -3% | -$80.2K | 1.1% | 22 |
|
|
2024
Q4 | $2.76M | Buy |
121,705
+2,080
| +2% | +$47.2K | 1.17% | 19 |
|
|
2024
Q3 | $2.65M | Buy |
119,625
+192
| +0.2% | +$4.26K | 1.14% | 20 |
|
|
2024
Q2 | $2.5M | Sell |
119,433
-18,777
| -14% | -$393K | 1.19% | 22 |
|
|
2024
Q1 | $2.81M | Sell |
138,210
-3,492
| -2% | -$71.1K | 1.41% | 16 |
|
|
2023
Q4 | $2.35M | Buy |
141,702
+121,149
| +589% | +$2.01M | 1.41% | 15 |
|
|
2023
Q3 | $342K | Sell |
20,553
-1,827
| -8% | -$30.4K | 0.3% | 42 |
|
|
2023
Q2 | $386K | Buy |
22,380
+12
| +0.1% | +$207 | 0.32% | 42 |
|
|
2023
Q1 | $357K | Buy |
+22,368
| New | +$357K | 0.33% | 43 |
|