PPWP
Premier Path Wealth Partners’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 | $916K | Buy |
38,422
+1
| +0% | +$24 | 0.13% | 179 |
|
|
2025
Q1 | $827K | Sell |
38,421
-1,225
| -3% | -$26.4K | 0.13% | 180 |
|
|
2024
Q4 | $900K | Buy |
39,646
+26,431
| +200% | +$600K | 0.14% | 168 |
|
|
2024
Q3 | $879K | Buy |
13,215
+1
| +0% | +$67 | 0.14% | 165 |
|
|
2024
Q2 | $831K | Buy |
+13,214
| New | +$831K | 0.14% | 160 |
|