Elevation Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.03M | Buy |
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|
2025
Q2 | $2.81M | Sell |
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|
2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $2.76M | Buy |
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|
2024
Q3 | $2.65M | Buy |
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|
2024
Q2 | $2.5M | Sell |
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|
2024
Q1 | $2.81M | Sell |
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|
2023
Q4 | $2.35M | Buy |
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|
2023
Q3 | $342K | Sell |
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|
2023
Q2 | $386K | Buy |
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|
2023
Q1 | $357K | Buy |
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