JMG Financial Group’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 | $8.34M | Sell |
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|
2025
Q2 | $7.93M | Sell |
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|
2025
Q1 | $7.32M | Sell |
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|
2024
Q4 | $7.77M | Sell |
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|
2024
Q3 | $7.82M | Sell |
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|
2024
Q2 | $7.45M | Sell |
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|
2024
Q1 | $7.37M | Sell |
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|
2023
Q4 | $6.83M | Buy |
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|
2023
Q3 | $5.79M | Sell |
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|
2023
Q2 | $6.18M | Sell |
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|
2023
Q1 | $5.78M | Sell |
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|
2022
Q4 | $5.88M | Sell |
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|
2022
Q3 | $5.75M | Buy |
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|
2022
Q2 | $6.02M | Sell |
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|
2022
Q1 | $7.42M | Sell |
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|
2021
Q4 | $7.86M | Sell |
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|
2021
Q3 | $7.37M | Sell |
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|
2021
Q2 | $7.53M | Buy |
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|
2021
Q1 | $6.95M | Sell |
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|
2020
Q4 | $6.97M | Sell |
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|
2020
Q3 | $6.59M | Sell |
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|
2020
Q2 | $6.2M | Sell |
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|
2020
Q1 | $5.31M | Buy |
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|
2019
Q4 | $6.74M | Sell |
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|
2019
Q3 | $6.43M | Buy |
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|
2019
Q2 | $6.29M | Buy |
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|
2019
Q1 | $5.84M | Sell |
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|
2018
Q4 | $5.65M | Buy |
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|
2018
Q3 | $4.38M | Buy |
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|
2018
Q2 | $3.99M | Buy |
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|
2018
Q1 | $3.35M | Buy |
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|
2017
Q4 | $3.36M | Buy |
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|
2017
Q3 | $3.1M | Sell |
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|
2017
Q2 | $3.01M | Buy |
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|
2017
Q1 | $2.75M | Buy |
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|
2016
Q4 | $2.27M | Sell |
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|
2016
Q3 | $2.19M | Buy |
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|
2016
Q2 | $1.92M | Buy |
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|
2016
Q1 | $1.75M | Buy |
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|
2015
Q4 | $1.71M | Buy |
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|
2015
Q3 | $1.35M | Buy |
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|
2015
Q2 | $1.17M | Buy |
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|
2015
Q1 | $1.02M | Sell |
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|
2014
Q4 | $1.22M | Buy |
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|
2014
Q3 | $912K | Buy |
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|
2014
Q2 | $861K | Buy |
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|
2014
Q1 | $594K | Buy |
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|
2013
Q4 | $418K | Buy |
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|
2013
Q3 | $265K | Buy |
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