PWS
Physician Wealth Solutions’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 | $1.25M | Hold |
52,473
| – | – | 0.58% | 26 |
|
|
2025
Q1 | $1.13M | Sell |
52,473
-4,398
| -8% | -$94.7K | 0.57% | 26 |
|
|
2024
Q4 | $1.29M | Hold |
56,871
| – | – | 0.65% | 24 |
|
|
2024
Q3 | $1.28M | Buy |
56,871
+40,224
| +242% | +$902K | 0.64% | 24 |
|
|
2024
Q2 | $1.05M | Sell |
16,647
-571
| -3% | -$35.9K | 0.75% | 25 |
|
|
2024
Q1 | $1.05M | Sell |
17,218
-137
| -0.8% | -$8.36K | 0.88% | 24 |
|
|
2023
Q4 | $966K | Buy |
+17,355
| New | +$966K | 0.96% | 25 |
|