Financial Gravity Asset Management’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 | $3.11K | Buy |
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|
2025
Q1 | $3.88K | Buy |
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|
2024
Q2 | $63 | Sell |
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|
2024
Q1 | $20.3K | Buy |
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|
2023
Q4 | $65 | Buy |
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|
2023
Q3 | $30 | Sell |
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|
2023
Q2 | $46.6K | Buy |
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|
2023
Q1 | $94 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $39K | Hold |
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|
2019
Q3 | $36K | Sell |
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|
2019
Q2 | $87K | Buy |
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|
2019
Q1 | $45K | Buy |
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