SSA
Sierra Summit 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 | – | Sell |
-14,085
| Closed | -$303K | – | 207 |
|
|
2025
Q1 | $303K | Hold |
14,085
| – | – | 0.07% | 164 |
|
|
2024
Q4 | $320K | Buy |
14,085
+9,390
| +200% | +$213K | 0.06% | 137 |
|
|
2024
Q3 | $312K | Hold |
4,695
| – | – | 0.07% | 129 |
|
|
2024
Q2 | $295K | Sell |
4,695
-1,150
| -20% | -$72.3K | 0.07% | 133 |
|
|
2024
Q1 | $357K | Hold |
5,845
| – | – | 0.1% | 115 |
|
|
2023
Q4 | $325K | Buy |
+5,845
| New | +$325K | 0.09% | 124 |
|