PIWA
Prevail Innovative Wealth 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 | $1.04M | Buy |
43,614
+9,631
| +28% | +$230K | 0.23% | 127 |
|
|
2025
Q1 | $732K | Buy |
33,983
+1,120
| +3% | +$24.1K | 0.19% | 128 |
|
|
2024
Q4 | $746K | Buy |
32,863
+25,504
| +347% | +$579K | 0.22% | 105 |
|
|
2024
Q3 | $490K | Buy |
7,359
+300
| +4% | +$20K | 0.15% | 120 |
|
|
2024
Q2 | $444K | Buy |
+7,059
| New | +$444K | 0.16% | 120 |
|