JIP
Jaffetilchin Investment Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7M | Buy |
1,539,575
+24,096
| +2% | +$574K | 2.4% | 10 |
|
|
2025
Q1 | $32.6M | Sell |
1,515,479
-28,412
| -2% | -$612K | 2.37% | 8 |
|
|
2024
Q4 | $35M | Buy |
1,543,891
+1,046,540
| +210% | +$23.8M | 2.54% | 9 |
|
|
2024
Q3 | $33.1M | Sell |
497,351
-24,323
| -5% | -$1.62M | 2.5% | 8 |
|
|
2024
Q2 | $32.8M | Buy |
521,674
+6,643
| +1% | +$418K | 2.8% | 8 |
|
|
2024
Q1 | $31.4M | Buy |
515,031
+49,346
| +11% | +$3.01M | 2.82% | 8 |
|
|
2023
Q4 | $25.9M | Buy |
465,685
+65,011
| +16% | +$3.62M | 2.53% | 8 |
|
|
2023
Q3 | $20M | Sell |
400,674
-2,171
| -0.5% | -$108K | 2.2% | 11 |
|
|
2023
Q2 | $20.8M | Buy |
402,845
+25,124
| +7% | +$1.3M | 2.2% | 10 |
|
|
2023
Q1 | $18.1M | Buy |
377,721
+64,002
| +20% | +$3.06M | 2.05% | 10 |
|
|
2022
Q4 | $14.1M | Sell |
313,719
-99,954
| -24% | -$4.48M | 1.72% | 10 |
|
|
2022
Q3 | $17.4M | Buy |
413,673
+3,713
| +0.9% | +$156K | 2.23% | 13 |
|
|
2022
Q2 | $18.1M | Sell |
409,960
-16,276
| -4% | -$719K | 2.14% | 11 |
|
|
2022
Q1 | $19.6M | Buy |
426,236
+171,202
| +67% | +$7.86M | 2.3% | 11 |
|
|
2021
Q4 | $28.8M | Buy |
255,034
+6,875
| +3% | +$777K | 2.72% | 9 |
|
|
2021
Q3 | $25.8M | Sell |
248,159
-131,722
| -35% | -$13.7M | 2.74% | 9 |
|
|
2021
Q2 | $37.6M | Buy |
379,881
+187,467
| +97% | +$18.6M | 2.6% | 9 |
|
|
2021
Q1 | $18.6M | Buy |
192,414
+42,042
| +28% | +$4.07M | 2.19% | 10 |
|
|
2020
Q4 | $13.7M | Sell |
150,372
-9,176
| -6% | -$835K | 1.94% | 12 |
|
|
2020
Q3 | $12.7M | Buy |
159,548
+10,834
| +7% | +$863K | 2.35% | 12 |
|
|
2020
Q2 | $10.9M | Sell |
148,714
-2,186
| -1% | -$161K | 2.41% | 10 |
|
|
2020
Q1 | $9.12M | Buy |
150,900
+142,661
| +1,732% | +$8.62M | 3.22% | 8 |
|
|
2019
Q4 | $633K | Buy |
8,239
+50
| +0.6% | +$3.84K | 0.14% | 104 |
|
|
2019
Q3 | $582K | Buy |
8,189
+74
| +0.9% | +$5.26K | 0.14% | 100 |
|
|
2019
Q2 | $572K | Hold |
8,115
| – | – | 0.13% | 113 |
|
|
2019
Q1 | $552K | Buy |
8,115
+44
| +0.5% | +$2.99K | 0.12% | 145 |
|
|
2018
Q4 | $484K | Buy |
+8,071
| New | +$484K | 0.12% | 130 |
|