Johnson Financial Group Inc (Wisconsin)’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,191
| Closed | -$27.8K | – | 936 |
|
|
2024
Q4 | $27.8K | Hold |
1,191
| – | – | ﹤0.01% | 563 |
|
|
2024
Q3 | $26.4K | Hold |
1,191
| – | – | ﹤0.01% | 579 |
|
|
2024
Q2 | $25K | Sell |
1,191
-63
| -5% | -$1.33K | ﹤0.01% | 503 |
|
|
2024
Q1 | $25.5K | Sell |
1,254
-957
| -43% | -$19.5K | ﹤0.01% | 486 |
|
|
2023
Q4 | $41K | Buy |
2,211
+957
| +76% | +$17.8K | ﹤0.01% | 466 |
|
|
2023
Q3 | $20.8K | Hold |
1,254
| – | – | ﹤0.01% | 473 |
|
|
2023
Q2 | $21.6K | Hold |
1,254
| – | – | ﹤0.01% | 486 |
|
|
2023
Q1 | $20K | Sell |
1,254
-2,712
| -68% | -$43.3K | ﹤0.01% | 490 |
|
|
2022
Q4 | $59.2K | Buy |
3,966
+2,712
| +216% | +$40.5K | ﹤0.01% | 332 |
|
|
2022
Q3 | $18K | Buy |
+1,254
| New | +$18K | ﹤0.01% | 450 |
|
|
2021
Q1 | – | Sell |
-2,100
| Closed | -$32K | – | 685 |
|
|
2020
Q4 | $32K | Buy |
+2,100
| New | +$32K | ﹤0.01% | 368 |
|
|
2018
Q3 | – | Sell |
-8,010
| Closed | -$88K | – | 557 |
|
|
2018
Q2 | $88K | Buy |
+8,010
| New | +$88K | 0.01% | 275 |
|