SAI
Savvy Advisors Inc’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 | $5.37M | Buy |
225,410
+203,096
| +910% | +$4.84M | 0.36% | 50 |
|
|
2025
Q1 | $480K | Sell |
22,314
-2,699
| -11% | -$58.1K | 0.05% | 296 |
|
|
2024
Q4 | $568K | Buy |
25,013
+15,004
| +150% | +$341K | 0.07% | 231 |
|
|
2024
Q3 | $666K | Buy |
10,009
+589
| +6% | +$39.2K | 0.14% | 153 |
|
|
2024
Q2 | $592K | Sell |
9,420
-21
| -0.2% | -$1.32K | 0.19% | 121 |
|
|
2024
Q1 | $576K | Hold |
9,441
| – | – | 0.33% | 79 |
|
|
2023
Q4 | $526K | Buy |
+9,441
| New | +$526K | 0.51% | 53 |
|