GWA
Geometric 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 | $2.14M | Buy |
89,666
+377
| +0.4% | +$8.98K | 0.32% | 14 |
|
|
2025
Q1 | $1.92M | Buy |
89,289
+571
| +0.6% | +$12.3K | 0.33% | 13 |
|
|
2024
Q4 | $2.01M | Buy |
88,718
+60,009
| +209% | +$1.36M | 0.37% | 14 |
|
|
2024
Q3 | $1.91M | Sell |
28,709
-1,273
| -4% | -$84.7K | 0.35% | 13 |
|
|
2024
Q2 | $1.88M | Buy |
29,982
+1,580
| +6% | +$99.3K | 0.39% | 11 |
|
|
2024
Q1 | $1.73M | Buy |
28,402
+290
| +1% | +$17.7K | 0.41% | 8 |
|
|
2023
Q4 | $1.56M | Buy |
28,112
+256
| +0.9% | +$14.3K | 0.42% | 8 |
|
|
2023
Q3 | $1.39M | Buy |
27,856
+484
| +2% | +$24.1K | 0.43% | 8 |
|
|
2023
Q2 | $1.44M | Buy |
27,372
+98
| +0.4% | +$5.15K | 0.45% | 7 |
|
|
2023
Q1 | $1.31M | Buy |
27,274
+972
| +4% | +$46.6K | 0.46% | 6 |
|
|
2022
Q4 | $1.18M | Sell |
26,302
-1,021
| -4% | -$45.8K | 0.48% | 6 |
|
|
2022
Q3 | $1.15M | Sell |
27,323
-192
| -0.7% | -$8.06K | 0.55% | 5 |
|
|
2022
Q2 | $1.22M | Buy |
27,515
+91
| +0.3% | +$4.02K | 0.61% | 8 |
|
|
2022
Q1 | $1.46M | Buy |
27,424
+25,334
| +1,212% | +$1.35M | 4.39% | 5 |
|
|
2021
Q4 | $236K | Buy |
+2,090
| New | +$236K | 0.11% | 19 |
|