JPWM
Jamison Private Wealth Management’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 | $415K | Buy |
17,399
+44
| +0.3% | +$1.05K | 0.06% | 159 |
|
|
2025
Q1 | $374K | Sell |
17,355
-653
| -4% | -$14.1K | 0.06% | 163 |
|
|
2024
Q4 | $409K | Buy |
18,008
+12,020
| +201% | +$273K | 0.06% | 153 |
|
|
2024
Q3 | $398K | Buy |
5,988
+1,391
| +30% | +$92.5K | 0.06% | 146 |
|
|
2024
Q2 | $289K | Sell |
4,597
-40
| -0.9% | -$2.52K | 0.05% | 154 |
|
|
2024
Q1 | $283K | Sell |
4,637
-93
| -2% | -$5.68K | 0.05% | 155 |
|
|
2023
Q4 | $263K | Sell |
4,730
-16
| -0.3% | -$891 | 0.05% | 154 |
|
|
2023
Q3 | $237K | Buy |
+4,746
| New | +$237K | 0.05% | 155 |
|