FirstPurpose Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

FirstPurpose Wealth’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$625K	Buy
2023 Q4	$534K	Buy
2023 Q3	$425K	Sell
2023 Q2	$585K	Buy
2023 Q1	$538K	Buy
2022 Q4	$459K	Sell
2022 Q3	$478K	Buy
2022 Q2	$418K	Sell
2022 Q1	$760K	Buy
2021 Q4	$680K	Buy