EFG
Ethos Financial Group’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 | $49.1M | Buy |
2,059,938
+190,620
| +10% | +$4.54M | 4.22% | 1 |
|
|
2025
Q1 | $42.4M | Sell |
1,869,318
-1,653
| -0.1% | -$37.5K | 4.06% | 1 |
|
|
2024
Q4 | $42.5M | Buy |
1,870,971
+1,282,079
| +218% | +$29.1M | 5.54% | 1 |
|
|
2024
Q3 | $39.2M | Buy |
588,892
+13,991
| +2% | +$931K | 6.46% | 1 |
|
|
2024
Q2 | $36.3M | Buy |
574,901
+18,287
| +3% | +$1.15M | 6.39% | 1 |
|
|
2024
Q1 | $34.1M | Buy |
556,614
+6,851
| +1% | +$419K | 6.44% | 1 |
|
|
2023
Q4 | $30.6M | Buy |
549,763
+86,729
| +19% | +$4.83M | 6.51% | 1 |
|
|
2023
Q3 | $23.1M | Buy |
463,034
+80,310
| +21% | +$4.01M | 5.98% | 1 |
|
|
2023
Q2 | $18.3M | Hold |
382,724
| – | – | 6.18% | 1 |
|
|
2023
Q1 | $18.3M | Buy |
382,724
+64,497
| +20% | +$3.09M | 5.7% | 1 |
|
|
2022
Q4 | $14.3M | Buy |
+318,227
| New | +$14.3M | 4.83% | 1 |
|