Firethorn 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
2026
Q1
$1.32M Sell
52,546
-153
-0.3% -$4.01K 0.48% 51
2025
Q4
$1.38M Sell
52,699
-1,924
-4% -$50.1K 0.52% 43
2025
Q3
$1.4M Sell
54,623
-2,864
-5% -$70.9K 0.55% 37
2025
Q2
$1.37M Sell
57,487
-401
-0.7% -$8.83K 0.59% 36
2025
Q1
$1.25M Buy
57,888
+743
+1% +$16.9K 0.59% 35
2024
Q4
$1.3M Buy
57,145
+526
+0.9% +$12K 0.64% 33
2024
Q3
$1.26M Buy
56,619
+3,159
+6% +$67.4K 0.64% 33
2024
Q2
$1.12M Sell
53,460
-240
-0.4% -$4.86K 0.63% 36
2024
Q1
$1.09M Buy
53,700
+111
+0.2% +$2.15K 0.64% 35
2023
Q4
$994K Buy
53,589
+2,859
+6% +$49.4K 0.65% 35
2023
Q3
$843K Buy
50,730
+108
+0.2% +$1.87K 0.65% 32
2023
Q2
$872K Buy
50,622
+102
+0.2% +$1.66K 0.65% 32
2023
Q1
$814K Buy
50,520
+105
+0.2% +$1.64K 0.64% 32
2022
Q4
$753K Sell
50,415
-777
-2% -$11.7K 0.64% 34
2022
Q3
$716K Sell
51,192
-1,116
-2% -$17.4K 0.67% 32
2022
Q2
$841K Sell
52,308
-114
-0.2% -$1.83K 0.68% 31
2022
Q1
$933K Sell
52,422
-10,236
-16% -$180K 0.71% 31
2021
Q4
$1.18M Buy
+62,658
New +$1.15M 0.89% 23
2021
Q2
$1.08M Sell
62,136
-4,308
-6% -$72.9K 0.9% 25
2021
Q1
$1.07M Sell
66,444
-20,346
-23% -$321K 1% 23
2020
Q4
$1.32M Buy
+86,790
New +$1.24M 1.42% 21

Other funds holding SCHB