Gerber Kawasaki Wealth & Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $803K | Buy |
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|
2025
Q2 | $740K | Sell |
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|
2025
Q1 | $680K | Sell |
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|
2024
Q4 | $718K | Sell |
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|
2024
Q3 | $710K | Buy |
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|
2024
Q2 | $642K | Buy |
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|
2024
Q1 | $616K | Buy |
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|
2023
Q4 | $514K | Buy |
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $408K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $822K | Buy |
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|
2022
Q2 | $654K | Buy |
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|
2022
Q1 | $588K | Buy |
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|
2021
Q4 | $562K | Buy |
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|
2021
Q3 | $495K | Buy |
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|
2021
Q2 | $328K | Sell |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $254K | Buy |
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