Gen-Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85K | Buy |
204
+47
| +30% | +$1.12K | ﹤0.01% | 523 |
|
|
2025
Q1 | $3.38K | Sell |
157
-211
| -57% | -$4.54K | ﹤0.01% | 527 |
|
|
2024
Q4 | $8.35K | Sell |
368
-619
| -63% | -$14K | ﹤0.01% | 487 |
|
|
2024
Q3 | $7.39K | Buy |
987
+702
| +246% | +$5.26K | ﹤0.01% | 516 |
|
|
2024
Q2 | $5.98K | Buy |
285
+30
| +12% | +$629 | ﹤0.01% | 500 |
|
|
2024
Q1 | $5.19K | Buy |
+255
| New | +$5.19K | ﹤0.01% | 496 |
|