Jacobs & Co’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 | $422K | Sell |
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|
2025
Q2 | $395K | Hold |
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|
2025
Q1 | $357K | Hold |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $375K | Sell |
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|
2024
Q2 | $355K | Buy |
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|
2024
Q1 | $340K | Sell |
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|
2023
Q4 | $314K | Hold |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $340K | Sell |
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|
2021
Q3 | $340K | Hold |
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|
2021
Q2 | $342K | Sell |
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|
2021
Q1 | $319K | Buy |
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|
2020
Q4 | $298K | Buy |
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|
2020
Q3 | $257K | Hold |
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|
2020
Q2 | $237K | Sell |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $284K | Sell |
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|
2019
Q3 | $473K | Buy |
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|
2019
Q2 | $447K | Buy |
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|
2019
Q1 | $377K | Buy |
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|
2018
Q4 | $317K | Buy |
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|
2018
Q3 | $340K | Buy |
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|
2018
Q2 | $309K | Buy |
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|
2018
Q1 | $287K | Buy |
|