Jackson Wealth Management’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
2025
Q3
$236K Hold
2025
Q2
$219K Buy
2025
Q1
Sell
2024
Q4
$208K Sell
2024
Q3
$204K Buy
2022
Q1
Sell
2021
Q4
$2.06M Buy