Global Wealth Strategies & Associates’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
$4.65K Buy
2025
Q2
Sell
2025
Q1
$10.8K Sell
2024
Q4
$24.2K Hold
2024
Q3
$23.6K Hold
2024
Q2
$22.3K Hold
2024
Q1
$21.7K Hold
2023
Q4
$19.8K Hold
2023
Q3
$17.7K Buy
2023
Q2
Sell
2023
Q1
$3.35K Hold
2022
Q4
$3.14K Buy