GWM
Global Wealth 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 | $24.1M | Sell |
997,934
-52,873
| -5% | -$1.28M | 13.21% | 3 |
|
|
2025
Q1 | $22.6M | Sell |
1,050,807
-7,436
| -0.7% | -$160K | 13.05% | 3 |
|
|
2024
Q4 | $24M | Buy |
1,058,243
+705,626
| +200% | +$16M | 15.34% | 1 |
|
|
2024
Q3 | $23.5M | Buy |
+352,617
| New | +$23.5M | 15.87% | 1 |
|