JWCA
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J.W. Cole Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

J.W. Cole 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 		– Sell
-69,146
Closed -$1.64M – 1350
2025
Q4 		$1.64M Sell
69,146
-2,444
-3% -$63.6K 0.04% 460
2025
Q3 		$1.84M Buy
71,590
+2,009
+3% +$49.7K 0.04% 491
2025
Q2 		$1.66M Buy
69,581
+11,600
+20% +$256K 0.04% 488
2025
Q1 		$1.25M Buy
57,981
+32,975
+132% +$750K 0.04% 466
2024
Q4 		$568K Buy
25,006
+847
+4% +$19.3K 0.02% 570
2024
Q3 		$536K Buy
24,159
+2,556
+12% +$54.6K 0.02% 572
2024
Q2 		$453K Sell
21,603
-1,368
-6% -$27.7K 0.02% 546
2024
Q1 		$467K Hold
22,971
– – 0.02% 546
2023
Q4 		$426K Buy
22,971
+10,908
+90% +$188K 0.03% 534
2023
Q3 		$200K Buy
+12,063
New +$209K 0.01% 683
2020
Q4 		– Sell
-22,998
Closed -$305K – 844
2020
Q3 		$305K Buy
+22,998
New +$302K 0.02% 539

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