GM
GeoWealth Management’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 | $2.37M | Buy |
99,655
+13,515
| +16% | +$322K | 0.09% | 132 |
|
|
2025
Q1 | $1.85M | Sell |
86,140
-9,425
| -10% | -$203K | 0.07% | 154 |
|
|
2024
Q4 | $2.17M | Buy |
95,565
+90,387
| +1,746% | +$2.05M | 0.07% | 177 |
|
|
2024
Q3 | $344K | Buy |
+5,178
| New | +$344K | 0.01% | 566 |
|
|
2024
Q2 | – | Sell |
-15,962
| Closed | -$975K | – | 937 |
|
|
2024
Q1 | $975K | Buy |
15,962
+9,762
| +157% | +$596K | 0.04% | 299 |
|
|
2023
Q4 | $345K | Buy |
+6,200
| New | +$345K | 0.03% | 391 |
|