J.W. Cole Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $1.64M | Sell |
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|
2025
Q3 | $1.84M | Buy |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $568K | Buy |
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|
2024
Q3 | $536K | Buy |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $467K | Hold |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $200K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $305K | Buy |
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