GJIA
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Glass Jacobson Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.8K Sell
907
-99
-10% -$2.6K 0.01% 403
2025
Q4 		$26.4K Buy
1,006
+40
+4% +$1.04K 0.01% 377
2025
Q3 		$24.8K Buy
966
+16
+2% +$396 0.01% 376
2025
Q2 		$22.6K Sell
950
-59,463
-98% -$1.31M 0.01% 374
2025
Q1 		$1.37M Hold
60,413
– – 0.45% 70
2024
Q4 		$1.37M Buy
60,413
+8
+0% +$183 0.45% 70
2024
Q3 		$1.34M Buy
60,405
+9,546
+19% +$204K 0.44% 72
2024
Q2 		$1.07M Buy
50,859
+1,077
+2% +$21.8K 0.39% 80
2024
Q1 		$1.01M Buy
49,782
+3,756
+8% +$72.7K 0.38% 83
2023
Q4 		$854K Buy
46,026
+8,565
+23% +$148K 0.35% 88
2023
Q3 		$622K Buy
37,461
+12
+0% +$208 0.29% 103
2023
Q2 		$645K Buy
+37,449
New +$610K 0.3% 101
2022
Q4 		$549K Buy
+36,786
New +$553K 0.27% 109

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R
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SCM
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UBS AM
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SG
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return