FWA
FSM Wealth Advisors’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 | $1.6M | Buy |
66,618
+2,364
| +4% | +$56.7K | 0.26% | 58 |
|
|
2025
Q1 | $1.38M | Sell |
64,254
-4,707
| -7% | -$101K | 0.31% | 45 |
|
|
2024
Q4 | $1.58M | Buy |
68,961
+45,998
| +200% | +$1.06M | 0.39% | 44 |
|
|
2024
Q3 | $1.53M | Buy |
22,963
+6,793
| +42% | +$452K | 0.41% | 42 |
|
|
2024
Q2 | $1.02M | Hold |
16,170
| – | – | 0.34% | 51 |
|
|
2024
Q1 | $987K | Buy |
16,170
+1,590
| +11% | +$97.1K | 0.35% | 50 |
|
|
2023
Q4 | $812K | Hold |
14,580
| – | – | 0.35% | 53 |
|
|
2023
Q3 | $727K | Hold |
14,580
| – | – | 0.37% | 53 |
|
|
2023
Q2 | $755K | Hold |
14,580
| – | – | 0.38% | 56 |
|
|
2023
Q1 | $698K | Buy |
14,580
+3,000
| +26% | +$144K | 0.4% | 59 |
|
|
2022
Q4 | $519K | Hold |
11,580
| – | – | 0.37% | 69 |
|
|
2022
Q3 | $486K | Buy |
+11,580
| New | +$486K | 0.4% | 68 |
|