Jeppson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $455K | Buy |
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|
2025
Q2 | $374K | Buy |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $567K | Buy |
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|
2024
Q3 | $552K | Buy |
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|
2024
Q2 | $519K | Hold |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $538K | Buy |
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|
2023
Q2 | $556K | Buy |
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|
2023
Q1 | $513K | Buy |
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|
2022
Q4 | $479K | Sell |
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|
2022
Q3 | $509K | Buy |
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|
2022
Q2 | $534K | Buy |
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|
2022
Q1 | $563K | Buy |
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|
2021
Q4 | $594K | Sell |
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|
2021
Q3 | $565K | Buy |
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|
2021
Q2 | $565K | Buy |
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|
2021
Q1 | $523K | Buy |
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|
2020
Q4 | $491K | Buy |
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|
2020
Q3 | $428K | Buy |
|