GPS Wealth Strategies Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.7K Hold
450
﹤0.01% 1012
2025
Q1
$9.69K Hold
450
﹤0.01% 1008
2024
Q4
$10.2K Hold
450
﹤0.01% 945
2024
Q3
$9.98K Hold
450
﹤0.01% 945
2024
Q2
$9.43K Sell
450
-1,071
-70% -$22.4K ﹤0.01% 926
2024
Q1
$31K Hold
1,521
0.01% 622
2023
Q4
$28.2K Hold
1,521
0.01% 618
2023
Q3
$25.3K Buy
1,521
+210
+16% +$3.49K ﹤0.01% 640
2023
Q2
$22.6K Buy
1,311
+111
+9% +$1.91K ﹤0.01% 669
2023
Q1
$19.1K Buy
+1,200
New +$19.1K ﹤0.01% 695
2022
Q4
Sell
-600
Closed -$8K 898
2022
Q3
$8K Buy
600
+114
+23% +$1.52K ﹤0.01% 816
2022
Q2
$7K Buy
486
+243
+100% +$3.5K ﹤0.01% 831
2022
Q1
$4K Buy
243
+45
+23% +$741 ﹤0.01% 904
2021
Q4
$4K Buy
198
+66
+50% +$1.33K ﹤0.01% 913
2021
Q3
$2K Sell
132
-1,638
-93% -$24.8K ﹤0.01% 961
2021
Q2
$31K Buy
+1,770
New +$31K 0.01% 507