James Investment Research’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 | $4.77M | Buy |
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|
2025
Q2 | $3.84M | Buy |
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|
2025
Q1 | $3.23M | Buy |
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|
2024
Q4 | $2.85M | Buy |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $1.78M | Buy |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $760K | Buy |
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|
2023
Q1 | $575K | Buy |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $138K | Buy |
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|
2022
Q1 | $39K | Buy |
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