GWSA
Global Wealth Strategies & Associates’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 | – | Sell |
-500
| Closed | -$10.8K | – | 447 |
|
|
2025
Q1 | $10.8K | Sell |
500
-565
| -53% | -$12.2K | ﹤0.01% | 251 |
|
|
2024
Q4 | $24.2K | Buy |
1,065
+710
| +200% | +$16.1K | 0.01% | 155 |
|
|
2024
Q3 | $23.6K | Hold |
355
| – | – | 0.01% | 136 |
|
|
2024
Q2 | $22.3K | Hold |
355
| – | – | 0.01% | 122 |
|
|
2024
Q1 | $21.7K | Hold |
355
| – | – | 0.01% | 130 |
|
|
2023
Q4 | $19.8K | Hold |
355
| – | – | 0.01% | 122 |
|
|
2023
Q3 | $17.7K | Buy |
+355
| New | +$17.7K | 0.01% | 122 |
|
|
2023
Q2 | – | Sell |
-70
| Closed | -$3.35K | – | 348 |
|
|
2023
Q1 | $3.35K | Hold |
70
| – | – | ﹤0.01% | 230 |
|
|
2022
Q4 | $3.14K | Buy |
+70
| New | +$3.14K | ﹤0.01% | 241 |
|