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 |
|