Jaffetilchin Investment Partners’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
Q2 | $36.7M | Buy |
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|
2025
Q1 | $32.6M | Sell |
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|
2024
Q4 | $35M | Buy |
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|
2024
Q3 | $33.1M | Sell |
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|
2024
Q2 | $32.8M | Buy |
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|
2024
Q1 | $31.4M | Buy |
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|
2023
Q4 | $25.9M | Buy |
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|
2023
Q3 | $20M | Sell |
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|
2023
Q2 | $20.8M | Buy |
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|
2023
Q1 | $18.1M | Buy |
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|
2022
Q4 | $14.1M | Sell |
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|
2022
Q3 | $17.4M | Buy |
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|
2022
Q2 | $18.1M | Sell |
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|
2022
Q1 | $19.6M | Sell |
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|
2021
Q4 | $28.8M | Buy |
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|
2021
Q3 | $25.8M | Sell |
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|
2021
Q2 | $37.6M | Buy |
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|
2021
Q1 | $18.6M | Buy |
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|
2020
Q4 | $13.7M | Sell |
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|
2020
Q3 | $12.7M | Buy |
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|
2020
Q2 | $10.9M | Sell |
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|
2020
Q1 | $9.12M | Buy |
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|
2019
Q4 | $633K | Buy |
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|
2019
Q3 | $582K | Buy |
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|
2019
Q2 | $572K | Hold |
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|
2019
Q1 | $552K | Buy |
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|
2018
Q4 | $484K | Buy |
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