Joel Isaacson & Co’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
Q2 | $731K | Buy |
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|
2025
Q1 | $658K | Buy |
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|
2024
Q4 | $692K | Buy |
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|
2024
Q3 | $674K | Buy |
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|
2024
Q2 | $633K | Hold |
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|
2024
Q1 | $615K | Buy |
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $553K | Buy |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $526K | Buy |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $339K | Buy |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $359K | Sell |
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|
2021
Q3 | $386K | Buy |
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|
2021
Q2 | $386K | Buy |
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|
2021
Q1 | $357K | Buy |
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|
2020
Q4 | $335K | Sell |
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|
2020
Q3 | $305K | Buy |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $307K | Buy |
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|
2019
Q4 | $390K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $70K | Hold |
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|
2016
Q3 | $67K | Hold |
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|
2016
Q2 | $65K | Hold |
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|
2016
Q1 | $63K | Hold |
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|
2015
Q4 | $63K | Hold |
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|
2015
Q3 | $60K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $193K | Buy |
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|
2013
Q4 | $189K | Buy |
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|
2013
Q3 | $172K | Buy |
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|
2013
Q2 | $162K | Buy |
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