Gerber Kawasaki Wealth & Investment Management’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 | $740K | Sell |
31,046
-544
| -2% | -$13K | 0.03% | 165 |
|
|
2025
Q1 | $680K | Sell |
31,590
-39
| -0.1% | -$840 | 0.03% | 163 |
|
|
2024
Q4 | $718K | Sell |
31,629
-405
| -1% | -$9.19K | 0.03% | 157 |
|
|
2024
Q3 | $710K | Buy |
32,034
+1,380
| +5% | +$30.6K | 0.03% | 151 |
|
|
2024
Q2 | $642K | Buy |
30,654
+399
| +1% | +$8.36K | 0.03% | 150 |
|
|
2024
Q1 | $616K | Buy |
30,255
+2,544
| +9% | +$51.8K | 0.03% | 158 |
|
|
2023
Q4 | $514K | Buy |
27,711
+162
| +0.6% | +$3.01K | 0.03% | 160 |
|
|
2023
Q3 | $458K | Buy |
27,549
+3,846
| +16% | +$63.9K | 0.03% | 163 |
|
|
2023
Q2 | $408K | Buy |
+23,703
| New | +$408K | 0.03% | 172 |
|
|
2023
Q1 | – | Sell |
-21,282
| Closed | -$318K | – | 258 |
|
|
2022
Q4 | $318K | Sell |
21,282
-37,470
| -64% | -$560K | 0.03% | 193 |
|
|
2022
Q3 | $822K | Buy |
58,752
+14,334
| +32% | +$201K | 0.08% | 126 |
|
|
2022
Q2 | $654K | Buy |
44,418
+11,364
| +34% | +$167K | 0.06% | 141 |
|
|
2022
Q1 | $588K | Buy |
33,054
+3,210
| +11% | +$57.1K | 0.05% | 150 |
|
|
2021
Q4 | $562K | Buy |
29,844
+1,236
| +4% | +$23.3K | 0.04% | 149 |
|
|
2021
Q3 | $495K | Buy |
28,608
+9,732
| +52% | +$168K | 0.06% | 106 |
|
|
2021
Q2 | $328K | Sell |
18,876
-4,650
| -20% | -$80.8K | 0.03% | 180 |
|
|
2021
Q1 | $379K | Buy |
23,526
+6,732
| +40% | +$108K | 0.05% | 149 |
|
|
2020
Q4 | $254K | Buy |
+16,794
| New | +$254K | 0.04% | 147 |
|