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Impact Partnership Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Impact Partnership Wealth’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,790
Closed -$56.8K – 586
2024
Q1 		$56.8K Hold
2,790
– – 0.02% 301
2023
Q4 		$51.8K Hold
2,790
– – 0.02% 316
2023
Q3 		$46.4K Buy
+2,790
New +$48.3K 0.01% 403

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EK
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HCM
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SG
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BFG
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HWM
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Impact Partnership Wealth's SCHB Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 2,790 shares — an estimated $56.8K sold.

Impact Partnership Wealth first reported a position in SCHB in Q3 2023 and held it in 3 quarters. The position peaked at $56.8K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,790 Schwab US Broad Market ETF shares in Q2 2024, an estimated $56.8K.
  • Impact Partnership Wealth first reported a position in Schwab US Broad Market ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Schwab US Broad Market ETF position peaked at $56.8K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.