QPWM
Quadrant Private Wealth Management’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 | $247K | Buy |
10,382
+28
| +0.3% | +$667 | 0.05% | 218 |
|
|
2025
Q1 | $223K | Sell |
10,354
-28,313
| -73% | -$610K | 0.06% | 211 |
|
|
2024
Q4 | $878K | Buy |
38,667
+25,709
| +198% | +$584K | 0.22% | 95 |
|
|
2024
Q3 | $862K | Sell |
12,958
-254
| -2% | -$16.9K | 0.21% | 99 |
|
|
2024
Q2 | $833K | Buy |
+13,212
| New | +$833K | 0.19% | 103 |
|