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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.84M	Buy
2025 Q2	$1.66M	Buy
2025 Q1	$1.25M	Buy
2024 Q4	$568K	Buy
2024 Q3	$536K	Buy
2024 Q2	$453K	Sell
2024 Q1	$467K	Hold
2023 Q4	$426K	Buy
2023 Q3	$200K	Buy
2020 Q4	–	Sell
2020 Q3	$305K	Buy