JWBC
John W. Brooker & Co’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
15,521
-125,748
| -89% | -$3.04M | 0.88% | 26 |
|
|
2025
Q1 | $3.04M | Buy |
141,269
+599
| +0.4% | +$12.9K | 1.26% | 22 |
|
|
2024
Q4 | $3.19M | Buy |
140,670
+93,853
| +200% | +$2.13M | 1.38% | 22 |
|
|
2024
Q3 | $3.11M | Sell |
46,817
-39
| -0.1% | -$2.59K | 1.43% | 21 |
|
|
2024
Q2 | $2.95M | Sell |
46,856
-653
| -1% | -$41.1K | 1.48% | 20 |
|
|
2024
Q1 | $2.9M | Buy |
47,509
+273
| +0.6% | +$16.7K | 1.56% | 17 |
|
|
2023
Q4 | $2.63M | Buy |
47,236
+841
| +2% | +$46.8K | 1.52% | 17 |
|
|
2023
Q3 | $2.31M | Sell |
46,395
-862
| -2% | -$43K | 1.46% | 19 |
|
|
2023
Q2 | $2.44M | Buy |
47,257
+189
| +0.4% | +$9.77K | 1.58% | 18 |
|
|
2023
Q1 | $2.27M | Sell |
47,068
-894
| -2% | -$43.1K | 1.5% | 19 |
|
|
2022
Q4 | $2.15M | Sell |
47,962
-2,342
| -5% | -$105K | 1.41% | 19 |
|
|
2022
Q3 | $2.11M | Sell |
50,304
-5,134
| -9% | -$216K | 1.36% | 19 |
|
|
2022
Q2 | $2.45M | Buy |
55,438
+8,010
| +17% | +$354K | 1.5% | 19 |
|
|
2022
Q1 | $2.53M | Buy |
47,428
+24,142
| +104% | +$1.29M | 1.37% | 20 |
|
|
2021
Q4 | $2.63M | Sell |
23,286
-213
| -0.9% | -$24.1K | 1.35% | 21 |
|
|
2021
Q3 | $2.44M | Buy |
23,499
+96
| +0.4% | +$9.97K | 1.37% | 20 |
|
|
2021
Q2 | $2.44M | Sell |
23,403
-200
| -0.8% | -$20.9K | 1.42% | 20 |
|
|
2021
Q1 | $2.28M | Buy |
23,603
+600
| +3% | +$58K | 1.42% | 19 |
|
|
2020
Q4 | $2.09M | Buy |
23,003
+851
| +4% | +$77.4K | 1.37% | 19 |
|
|
2020
Q3 | $1.76M | Sell |
22,152
-1,543
| -7% | -$123K | 1.23% | 20 |
|
|
2020
Q2 | $1.74M | Sell |
23,695
-721
| -3% | -$53K | 1.24% | 20 |
|
|
2020
Q1 | $1.48M | Buy |
24,416
+2,226
| +10% | +$134K | 1.06% | 22 |
|
|
2019
Q4 | $1.71M | Buy |
+22,190
| New | +$1.71M | 1.09% | 23 |
|