Janiczek Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $818K | Buy |
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|
2024
Q1 | $787K | Buy |
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|
2023
Q4 | $670K | Buy |
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|
2023
Q3 | $519K | Buy |
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|
2023
Q2 | $523K | Buy |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $342K | Buy |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $230K | Sell |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $213K | Sell |
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|
2020
Q4 | $241K | Buy |
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|
2020
Q3 | $173K | Sell |
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|
2020
Q2 | $164K | Hold |
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|
2020
Q1 | $135K | Buy |
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|
2019
Q4 | $155K | Buy |
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|
2019
Q3 | $125K | Sell |
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|
2019
Q2 | $128K | Buy |
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|
2019
Q1 | $85K | Buy |
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|
2018
Q4 | $73K | Buy |
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|
2018
Q3 | $83K | Buy |
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|
2018
Q2 | $78K | Buy |
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