FWP
Firethorn Wealth Partners’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 | $1.37M | Sell |
57,487
-401
| -0.7% | -$9.56K | 0.59% | 36 |
|
|
2025
Q1 | $1.25M | Buy |
57,888
+743
| +1% | +$16K | 0.59% | 35 |
|
|
2024
Q4 | $1.3M | Buy |
57,145
+38,272
| +203% | +$869K | 0.64% | 33 |
|
|
2024
Q3 | $1.26M | Buy |
18,873
+1,053
| +6% | +$70K | 0.64% | 33 |
|
|
2024
Q2 | $1.12M | Sell |
17,820
-80
| -0.4% | -$5.03K | 0.63% | 36 |
|
|
2024
Q1 | $1.09M | Buy |
17,900
+37
| +0.2% | +$2.26K | 0.64% | 35 |
|
|
2023
Q4 | $994K | Buy |
17,863
+953
| +6% | +$53.1K | 0.65% | 35 |
|
|
2023
Q3 | $843K | Buy |
16,910
+36
| +0.2% | +$1.8K | 0.65% | 32 |
|
|
2023
Q2 | $872K | Buy |
16,874
+34
| +0.2% | +$1.76K | 0.65% | 32 |
|
|
2023
Q1 | $814K | Buy |
16,840
+35
| +0.2% | +$1.69K | 0.64% | 32 |
|
|
2022
Q4 | $753K | Sell |
16,805
-259
| -2% | -$11.6K | 0.64% | 34 |
|
|
2022
Q3 | $716K | Sell |
17,064
-372
| -2% | -$15.6K | 0.67% | 32 |
|
|
2022
Q2 | $841K | Sell |
17,436
-38
| -0.2% | -$1.83K | 0.68% | 31 |
|
|
2022
Q1 | $933K | Buy |
17,474
+7,031
| +67% | +$375K | 0.71% | 31 |
|
|
2021
Q4 | $1.18M | Buy |
+10,443
| New | +$1.18M | 0.88% | 23 |
|
|
2021
Q2 | $1.08M | Sell |
10,356
-718
| -6% | -$74.9K | 0.9% | 25 |
|
|
2021
Q1 | $1.07M | Sell |
11,074
-3,391
| -23% | -$328K | 1% | 23 |
|
|
2020
Q4 | $1.32M | Buy |
+14,465
| New | +$1.32M | 1.42% | 21 |
|