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Johnson Financial Group Inc (Wisconsin)’s Schwab US Broad Market ETF SCHB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$1.28K ﹤0.01% 503
2024
Q1 		$25.5K Sell
1,254
-957
-43% -$18.5K ﹤0.01% 486
2023
Q4 		$41K Buy
2,211
+957
+76% +$16.5K ﹤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% -$42.4K ﹤0.01% 490
2022
Q4 		$59.2K Buy
3,966
+2,712
+216% +$40.8K ﹤0.01% 332
2022
Q3 		$18K Buy
+1,254
New +$19.5K ﹤0.01% 451
2021
Q1 		– Sell
-2,100
Closed -$32K – 685
2020
Q4 		$32K Buy
+2,100
New +$29.9K ﹤0.01% 368
2018
Q3 		– Sell
-8,010
Closed -$88K – 557
2018
Q2 		$88K Buy
+8,010
New +$87.6K 0.01% 275

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EK
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HWM
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Johnson Financial Group Inc (Wisconsin)'s SCHB Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 1,191 shares — an estimated $27.8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SCHB in Q2 2018 and held it in 12 quarters. The position peaked at $88K in Q2 2018. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,191 Schwab US Broad Market ETF shares in Q1 2025, an estimated $27.8K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab US Broad Market ETF in Q2 2018 and held it in 12 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Schwab US Broad Market ETF position peaked at $88K in Q2 2018.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.