JFS Wealth Advisors’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 | $7.68M | Buy |
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|
2025
Q2 | $7.11M | Sell |
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|
2025
Q1 | $6.87M | Sell |
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|
2024
Q4 | $7.27M | Sell |
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|
2024
Q3 | $7.36M | Sell |
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|
2024
Q2 | $7.26M | Buy |
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|
2024
Q1 | $6.49M | Sell |
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|
2023
Q4 | $6.03M | Buy |
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|
2023
Q3 | $5.32M | Sell |
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|
2023
Q2 | $5.59M | Sell |
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|
2023
Q1 | $5.26M | Sell |
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|
2022
Q4 | $4.96M | Sell |
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|
2022
Q3 | $5.2M | Sell |
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|
2022
Q2 | $5.62M | Buy |
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|
2022
Q1 | $6.17M | Sell |
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|
2021
Q4 | $6.66M | Sell |
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|
2021
Q3 | $6.13M | Sell |
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|
2021
Q2 | $6.49M | Sell |
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|
2021
Q1 | $6.18M | Sell |
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|
2020
Q4 | $6.04M | Buy |
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|
2020
Q3 | $5.18M | Sell |
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|
2020
Q2 | $4.97M | Sell |
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|
2020
Q1 | $4.16M | Buy |
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|
2019
Q4 | $3.32M | Buy |
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|
2019
Q3 | $2.97M | Buy |
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|
2019
Q2 | $2.95M | Buy |
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|
2019
Q1 | $2.82M | Sell |
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|
2018
Q4 | $3.73M | Buy |
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|
2018
Q3 | $2.74M | Buy |
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|
2018
Q2 | $2.5M | Sell |
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|
2018
Q1 | $2.45M | Buy |
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|
2017
Q4 | $1.93M | Buy |
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|
2017
Q3 | $1.75M | Sell |
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|
2017
Q2 | $1.69M | Buy |
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|
2017
Q1 | $1.52M | Hold |
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|
2016
Q4 | $1.52M | Buy |
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|
2016
Q3 | $1.44M | Sell |
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|
2016
Q2 | $1.5M | Buy |
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|
2016
Q1 | $1.38M | Buy |
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|
2015
Q4 | $1.14M | Buy |
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|
2015
Q3 | $376K | Buy |
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|
2015
Q2 | $347K | Buy |
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|
2015
Q1 | $292K | Buy |
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|
2014
Q4 | $180K | Buy |
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|
2014
Q3 | $168K | Buy |
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|
2014
Q2 | $136K | Buy |
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