WAG
Wiser Advisor Group’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 |
-1,179
| Closed | -$25.4K | – | 214 |
|
|
2025
Q1 | $25.4K | Buy |
1,179
+3
| +0.3% | +$65 | 0.04% | 133 |
|
|
2024
Q4 | $26.7K | Buy |
1,176
+785
| +201% | +$17.8K | 0.04% | 132 |
|
|
2024
Q3 | $26K | Buy |
391
+2
| +0.5% | +$133 | 0.04% | 136 |
|
|
2024
Q2 | $24.4K | Buy |
389
+2
| +0.5% | +$126 | 0.04% | 134 |
|
|
2024
Q1 | $23.7K | Sell |
387
-1
| -0.3% | -$61 | 0.04% | 137 |
|
|
2023
Q4 | $21.6K | Buy |
+388
| New | +$21.6K | 0.04% | 144 |
|