FIA
FPC Investment Advisory’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 | $242K | Hold |
9,870
| – | – | 0.15% | 24 |
|
2025
Q1 | $214K | Hold |
9,870
| – | – | 0.15% | 24 |
|
2024
Q4 | $231K | Buy |
9,870
+6,360
| +181% | +$149K | 0.17% | 23 |
|
2024
Q3 | $231K | Hold |
3,510
| – | – | 0.2% | 19 |
|
2024
Q2 | $227K | Hold |
3,510
| – | – | 0.2% | 19 |
|
2024
Q1 | $206K | Buy |
+3,510
| New | +$206K | 0.2% | 21 |
|