GG
Gleason Group’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 | $2.48M | Buy |
104,041
+975
| +0.9% | +$23.2K | 0.27% | 27 |
|
|
2025
Q1 | $2.22M | Buy |
103,066
+1,164
| +1% | +$25.1K | 0.4% | 23 |
|
|
2024
Q4 | $2.31M | Buy |
101,902
+71,189
| +232% | +$1.62M | 0.41% | 22 |
|
|
2024
Q3 | $2.04M | Buy |
30,713
+203
| +0.7% | +$13.5K | 0.37% | 22 |
|
|
2024
Q2 | $1.92M | Buy |
30,510
+490
| +2% | +$30.8K | 0.39% | 24 |
|
|
2024
Q1 | $1.83M | Buy |
30,020
+342
| +1% | +$20.9K | 0.38% | 23 |
|
|
2023
Q4 | $1.65M | Buy |
29,678
+4,498
| +18% | +$250K | 0.38% | 23 |
|
|
2023
Q3 | $1.26M | Buy |
25,180
+1,759
| +8% | +$87.7K | 0.33% | 25 |
|
|
2023
Q2 | $1.21M | Buy |
23,421
+110
| +0.5% | +$5.69K | 0.31% | 27 |
|
|
2023
Q1 | $1.12M | Buy |
23,311
+170
| +0.7% | +$8.13K | 0.32% | 30 |
|
|
2022
Q4 | $1.04M | Buy |
+23,141
| New | +$1.04M | 0.33% | 31 |
|
|
2021
Q2 | – | Sell |
-7
| Closed | -$1K | – | 203 |
|
|
2021
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 194 |
|