Wick Capital Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
13,411
+4,057
+43% +$67.4K 0.06% 103
2025
Q1
$201K Sell
9,354
-114
-1% -$2.45K 0.06% 101
2024
Q4
$215K Buy
9,468
+114
+1% +$2.59K 0.06% 90
2024
Q3
$207K Buy
+9,354
New +$207K 0.07% 78