Glass Jacobson Investment Advisors’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 | $22.6K | Sell |
950
-59,463
| -98% | -$1.42M | 0.01% | 374 |
|
|
2025
Q1 | $1.37M | Hold |
60,413
| – | – | 0.45% | 70 |
|
|
2024
Q4 | $1.37M | Buy |
60,413
+8
| +0% | +$182 | 0.45% | 70 |
|
|
2024
Q3 | $1.34M | Buy |
60,405
+9,546
| +19% | +$212K | 0.44% | 72 |
|
|
2024
Q2 | $1.07M | Buy |
50,859
+1,077
| +2% | +$22.6K | 0.39% | 80 |
|
|
2024
Q1 | $1.01M | Buy |
49,782
+3,756
| +8% | +$76.4K | 0.38% | 83 |
|
|
2023
Q4 | $854K | Buy |
46,026
+8,565
| +23% | +$159K | 0.35% | 88 |
|
|
2023
Q3 | $622K | Buy |
37,461
+12
| +0% | +$199 | 0.29% | 103 |
|
|
2023
Q2 | $645K | Buy |
+37,449
| New | +$645K | 0.3% | 101 |
|
|
2022
Q4 | $549K | Buy |
+36,786
| New | +$549K | 0.27% | 109 |
|