GWP
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Gen-Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Gen-Wealth Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-233
Closed -$6.12K – 744
2025
Q4 		$6.12K Buy
233
+2
+0.9% +$52 ﹤0.01% 560
2025
Q3 		$5.93K Buy
231
+27
+13% +$668 ﹤0.01% 557
2025
Q2 		$4.85K Buy
204
+47
+30% +$1.03K ﹤0.01% 523
2025
Q1 		$3.38K Sell
157
-211
-57% -$4.8K ﹤0.01% 527
2024
Q4 		$8.35K Sell
368
-619
-63% -$14.1K ﹤0.01% 487
2024
Q3 		$7.39K Buy
987
+702
+246% +$15K ﹤0.01% 516
2024
Q2 		$5.97K Buy
285
+30
+12% +$608 ﹤0.01% 500
2024
Q1 		$5.19K Buy
+255
New +$4.93K ﹤0.01% 496

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R
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SG
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EK
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HCM
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