DFA
DHJJ Financial 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 | $2.81M | Sell |
117,961
-6,943
| -6% | -$165K | 1.02% | 21 |
|
|
2025
Q1 | $2.69M | Sell |
124,904
-7,584
| -6% | -$163K | 1.08% | 20 |
|
|
2024
Q4 | $3.01M | Buy |
132,488
+88,056
| +198% | +$2M | 1.17% | 17 |
|
|
2024
Q3 | $2.96M | Sell |
44,432
-716
| -2% | -$47.6K | 1.17% | 17 |
|
|
2024
Q2 | $2.84M | Sell |
45,148
-345
| -0.8% | -$21.7K | 1.2% | 16 |
|
|
2024
Q1 | $2.78M | Buy |
45,493
+220
| +0.5% | +$13.4K | 1.23% | 15 |
|
|
2023
Q4 | $2.52M | Sell |
45,273
-1,931
| -4% | -$107K | 1.18% | 17 |
|
|
2023
Q3 | $2.35M | Sell |
47,204
-1,030
| -2% | -$51.3K | 1.19% | 17 |
|
|
2023
Q2 | $2.49M | Buy |
48,234
+971
| +2% | +$50.2K | 1.3% | 16 |
|
|
2023
Q1 | $2.26M | Sell |
47,263
-351
| -0.7% | -$16.8K | 1.23% | 16 |
|
|
2022
Q4 | $2.13M | Sell |
47,614
-5,849
| -11% | -$262K | 1.22% | 17 |
|
|
2022
Q3 | $2.25M | Sell |
53,463
-4,157
| -7% | -$175K | 1.31% | 18 |
|
|
2022
Q2 | $2.55M | Buy |
57,620
+1,485
| +3% | +$65.6K | 1.42% | 18 |
|
|
2022
Q1 | $3.01M | Buy |
56,135
+31,167
| +125% | +$1.67M | 1.44% | 17 |
|
|
2021
Q4 | $2.82M | Buy |
24,968
+734
| +3% | +$83K | 1.32% | 20 |
|
|
2021
Q3 | $2.52M | Buy |
24,234
+1,374
| +6% | +$143K | 1.3% | 19 |
|
|
2021
Q2 | $2.38M | Buy |
22,860
+689
| +3% | +$71.9K | 1.26% | 20 |
|
|
2021
Q1 | $2.14M | Sell |
22,171
-155
| -0.7% | -$15K | 1.24% | 20 |
|
|
2020
Q4 | $2.03M | Buy |
+22,326
| New | +$2.03M | 1.28% | 20 |
|