LA
LexAurum Advisors’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 | $2.38M | Buy |
100,040
+43,347
| +76% | +$1.03M | 0.38% | 53 |
|
|
2025
Q1 | $1.22M | Buy |
56,693
+36,143
| +176% | +$778K | 0.23% | 87 |
|
|
2024
Q4 | $466K | Buy |
20,550
+13,700
| +200% | +$311K | 0.09% | 190 |
|
|
2024
Q3 | $456K | Buy |
6,850
+3,050
| +80% | +$203K | 0.1% | 177 |
|
|
2024
Q2 | $239K | Hold |
3,800
| – | – | 0.06% | 255 |
|
|
2024
Q1 | $232K | Buy |
3,800
+150
| +4% | +$9.16K | 0.06% | 263 |
|
|
2023
Q4 | $203K | Buy |
+3,650
| New | +$203K | 0.05% | 280 |
|