Jeppson Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
15,691
+11
| +0.1% | +$262 | 0.13% | 142 |
|
|
2025
Q1 | $338K | Sell |
15,680
-9,316
| -37% | -$201K | 0.12% | 146 |
|
|
2024
Q4 | $567K | Buy |
24,996
+84
| +0.3% | +$1.91K | 0.21% | 112 |
|
|
2024
Q3 | $552K | Buy |
24,912
+150
| +0.6% | +$3.33K | 0.2% | 113 |
|
|
2024
Q2 | $519K | Hold |
24,762
| – | – | 0.2% | 110 |
|
|
2024
Q1 | $504K | Buy |
24,762
+72
| +0.3% | +$1.47K | 0.2% | 113 |
|
|
2023
Q4 | $458K | Sell |
24,690
-7,698
| -24% | -$143K | 0.19% | 118 |
|
|
2023
Q3 | $538K | Buy |
32,388
+120
| +0.4% | +$1.99K | 0.25% | 100 |
|
|
2023
Q2 | $556K | Buy |
32,268
+114
| +0.4% | +$1.97K | 0.24% | 102 |
|
|
2023
Q1 | $513K | Buy |
32,154
+117
| +0.4% | +$1.87K | 0.22% | 109 |
|
|
2022
Q4 | $479K | Sell |
32,037
-4,362
| -12% | -$65.2K | 0.2% | 109 |
|
|
2022
Q3 | $509K | Buy |
36,399
+132
| +0.4% | +$1.85K | 0.23% | 94 |
|
|
2022
Q2 | $534K | Buy |
36,267
+4,620
| +15% | +$68K | 0.23% | 97 |
|
|
2022
Q1 | $563K | Buy |
31,647
+87
| +0.3% | +$1.55K | 0.26% | 89 |
|
|
2021
Q4 | $594K | Sell |
31,560
-1,086
| -3% | -$20.4K | 0.29% | 78 |
|
|
2021
Q3 | $565K | Buy |
32,646
+96
| +0.3% | +$1.66K | 0.29% | 75 |
|
|
2021
Q2 | $565K | Buy |
32,550
+96
| +0.3% | +$1.67K | 0.31% | 74 |
|
|
2021
Q1 | $523K | Buy |
32,454
+84
| +0.3% | +$1.35K | 0.31% | 73 |
|
|
2020
Q4 | $491K | Buy |
32,370
+120
| +0.4% | +$1.82K | 0.33% | 74 |
|
|
2020
Q3 | $428K | Buy |
+32,250
| New | +$428K | 0.34% | 75 |
|