GWA
GGM 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
Q1 | $1.01M | Sell |
47,790
-382
| -0.8% | -$8.11K | 0.56% | 47 |
|
|
2024
Q4 | $1.09M | Buy |
48,172
+31,420
| +188% | +$713K | 0.57% | 44 |
|
|
2024
Q3 | $1.11M | Sell |
16,752
-39
| -0.2% | -$2.59K | 0.48% | 43 |
|
|
2024
Q2 | $1.06M | Sell |
16,791
-906
| -5% | -$57.1K | 0.48% | 47 |
|
|
2024
Q1 | $1.07M | Buy |
17,697
+941
| +6% | +$57K | 0.5% | 47 |
|
|
2023
Q4 | $952K | Buy |
16,756
+656
| +4% | +$37.3K | 0.39% | 50 |
|
|
2023
Q3 | $803K | Sell |
16,100
-18
| -0.1% | -$897 | 0.35% | 53 |
|
|
2023
Q2 | $834K | Buy |
16,118
+80
| +0.5% | +$4.14K | 0.34% | 55 |
|
|
2023
Q1 | $767K | Sell |
16,038
-1
| -0% | -$48 | 0.44% | 39 |
|
|
2022
Q4 | $729K | Sell |
16,039
-2,669
| -14% | -$121K | 0.38% | 51 |
|
|
2022
Q3 | $844K | Buy |
18,708
+1,013
| +6% | +$45.7K | 0.46% | 47 |
|
|
2022
Q2 | $790K | Buy |
17,695
+2,235
| +14% | +$99.8K | 0.44% | 48 |
|
|
2022
Q1 | $811K | Sell |
15,460
-3,230
| -17% | -$169K | 0.41% | 53 |
|
|
2021
Q4 | $2.08M | Buy |
18,690
+802
| +4% | +$89.4K | 1.65% | 14 |
|
|
2021
Q3 | $1.97M | Buy |
+17,888
| New | +$1.97M | 1.57% | 15 |
|