Jamison Private Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Jamison Private Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$444K	Sell
2025 Q2	$415K	Buy
2025 Q1	$374K	Sell
2024 Q4	$409K	Buy
2024 Q3	$398K	Buy
2024 Q2	$289K	Sell
2024 Q1	$283K	Sell
2023 Q4	$263K	Sell
2023 Q3	$237K	Buy