GLLW
Graves Light Lenhart Wealth’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 | $333K | Hold |
13,971
| – | – | 0.04% | 137 |
|
|
2025
Q1 | $301K | Hold |
13,971
| – | – | 0.04% | 142 |
|
|
2024
Q4 | $317K | Buy |
13,971
+9,314
| +200% | +$211K | 0.04% | 140 |
|
|
2024
Q3 | $310K | Hold |
4,657
| – | – | 0.04% | 145 |
|
|
2024
Q2 | $293K | Hold |
4,657
| – | – | 0.03% | 148 |
|
|
2024
Q1 | $284K | Hold |
4,657
| – | – | 0.03% | 154 |
|
|
2023
Q4 | $259K | Hold |
4,657
| – | – | 0.03% | 156 |
|
|
2023
Q3 | $233K | Hold |
4,657
| – | – | 0.03% | 157 |
|
|
2023
Q2 | $241K | Hold |
4,657
| – | – | 0.03% | 160 |
|
|
2023
Q1 | $223K | Buy |
4,657
+17
| +0.4% | +$814 | 0.03% | 151 |
|
|
2022
Q4 | $208K | Buy |
+4,640
| New | +$208K | 0.03% | 157 |
|
|
2022
Q3 | – | Sell |
-4,600
| Closed | -$203K | – | 513 |
|
|
2022
Q2 | $203K | Sell |
4,600
-1,290
| -22% | -$56.9K | 0.03% | 162 |
|
|
2022
Q1 | $314K | Buy |
5,890
+2,951
| +100% | +$157K | 0.04% | 142 |
|
|
2021
Q4 | $332K | Buy |
2,939
+9
| +0.3% | +$1.02K | 0.05% | 141 |
|
|
2021
Q3 | $304K | Buy |
2,930
+7
| +0.2% | +$726 | 0.05% | 138 |
|
|
2021
Q2 | $305K | Buy |
2,923
+7
| +0.2% | +$730 | 0.05% | 139 |
|
|
2021
Q1 | $282K | Buy |
2,916
+6
| +0.2% | +$580 | 0.05% | 144 |
|
|
2020
Q4 | $265K | Buy |
2,910
+9
| +0.3% | +$820 | 0.05% | 144 |
|
|
2020
Q3 | $231K | Buy |
2,901
+14
| +0.5% | +$1.12K | 0.05% | 142 |
|
|
2020
Q2 | $212K | Buy |
+2,887
| New | +$212K | 0.05% | 143 |
|
|
2020
Q1 | – | Sell |
-2,867
| Closed | -$220K | – | 176 |
|
|
2019
Q4 | $220K | Buy |
2,867
+13
| +0.5% | +$998 | 0.05% | 157 |
|
|
2019
Q3 | $207K | Buy |
+2,854
| New | +$207K | 0.05% | 162 |
|