JNBA Financial 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 | $61.9K | Hold |
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|
2025
Q2 | $57.4K | Hold |
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|
2025
Q1 | $51.9K | Buy |
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|
2024
Q4 | $45.2K | Hold |
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|
2024
Q3 | $44.2K | Buy |
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|
2024
Q2 | $22.9K | Hold |
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|
2024
Q1 | $22.2K | Hold |
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|
2023
Q4 | $20.3K | Sell |
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|
2023
Q3 | $45.7K | Hold |
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|
2023
Q2 | $47.4K | Hold |
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|
2023
Q1 | $43.8K | Hold |
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|
2022
Q4 | $41K | Hold |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | $23K | Sell |
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|
2021
Q4 | $24K | Buy |
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|
2021
Q3 | $22K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $20K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4.27M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $81K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $40K | Hold |
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|
2015
Q3 | $38K | Sell |
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|
2015
Q2 | $156K | Hold |
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|
2015
Q1 | $156K | Hold |
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|
2014
Q4 | $154K | Hold |
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|
2014
Q3 | $147K | Buy |
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