FSM Wealth Advisors’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 | $1.71M | Buy |
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|
2025
Q2 | $1.6M | Buy |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.02M | Hold |
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|
2024
Q1 | $987K | Buy |
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|
2023
Q4 | $812K | Hold |
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|
2023
Q3 | $727K | Hold |
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|
2023
Q2 | $755K | Hold |
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|
2023
Q1 | $698K | Buy |
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|
2022
Q4 | $519K | Hold |
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|
2022
Q3 | $486K | Buy |
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