Jackson Grant Investment Advisers’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	$30K	Buy	1,257 +4	+0.3%	+$95	0.01%	211
2025 Q1	$27K	Buy	1,253 +4	+0.3%	+$86	0.01%	208
2024 Q4	$28.4K	Buy	1,249 +4	+0.3%	+$91	0.01%	213
2024 Q3	$27.6K	Buy	1,245 +3	+0.2%	+$67	0.01%	211
2024 Q2	$26K	Buy	1,242 +6	+0.5%	+$126	0.01%	213
2024 Q1	$25.2K	Buy	1,236 +3	+0.2%	+$61	0.01%	212
2023 Q4	$22.9K	Buy	1,233 +6	+0.5%	+$111	0.01%	217
2023 Q3	$20.4K	Buy	1,227 +3	+0.2%	+$50	0.01%	221
2023 Q2	$21.1K	Buy	1,224 +6	+0.5%	+$103	0.01%	224
2023 Q1	$19.4K	Buy	1,218 +3	+0.2%	+$48	0.01%	260
2022 Q4	$18.1K	Buy	1,215 +6	+0.5%	+$90	0.01%	262
2022 Q3	$17K	Buy	1,209 +6	+0.5%	+$84	0.01%	271
2022 Q2	$18K	Buy	1,203 +3	+0.3%	+$45	0.01%	274
2022 Q1	$21K	Buy	1,200 +6	+0.5%	+$105	0.01%	280
2021 Q4	$23K	Buy	1,194 +6	+0.5%	+$116	0.01%	231
2021 Q3	$21K	Hold	1,188	–	–	0.01%	286
2021 Q2	$21K	Buy	1,188 +6	+0.5%	+$106	0.01%	293
2021 Q1	$19K	Hold	1,182	–	–	0.01%	295
2020 Q4	$18K	Buy	1,182 +6	+0.5%	+$91	0.01%	269
2020 Q3	$16K	Buy	1,176 +12	+1%	+$163	0.01%	192
2020 Q2	$14K	Buy	1,164 +6	+0.5%	+$72	0.01%	189
2020 Q1	$12K	Hold	1,158	–	–	0.01%	188
2019 Q4	$15K	Buy	1,158 +12	+1%	+$155	0.01%	195
2019 Q3	$14K	Buy	1,146 +6	+0.5%	+$73	0.01%	200
2019 Q2	$13K	Hold	1,140	–	–	0.01%	204
2019 Q1	$13K	Buy	1,140 +6	+0.5%	+$68	0.01%	199
2018 Q4	$11K	Buy	1,134 +12	+1%	+$116	0.01%	196
2018 Q3	$13K	Buy	1,122 +6	+0.5%	+$70	0.01%	189
2018 Q2	$12K	Hold	1,116	–	–	0.01%	198
2018 Q1	$12K	Buy	1,116 +6	+0.5%	+$65	0.01%	192
2017 Q4	$12K	Hold	1,110	–	–	0.01%	192
2017 Q3	$11K	Buy	1,110 +6	+0.5%	+$59	0.01%	193
2017 Q2	$11K	Buy	+1,104	New	+$11K	0.01%	168