Joseph P. Lucia & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.52M | Buy |
339,416
+11,173
| +3% | +$293K | 3.05% | 4 |
|
|
2025
Q4 | $8.61M | Buy |
328,243
+2,825
| +0.9% | +$73.5K | 3.11% | 4 |
|
|
2025
Q3 | $8.37M | Sell |
325,418
-1,932
| -0.6% | -$47.8K | 3.16% | 4 |
|
|
2025
Q2 | $7.8M | Sell |
327,350
-18,342
| -5% | -$404K | 3.19% | 5 |
|
|
2025
Q1 | $7.44M | Buy |
345,692
+8,450
| +3% | +$192K | 3.4% | 4 |
|
|
2024
Q4 | $7.66M | Buy |
337,242
+5,784
| +2% | +$132K | 3.4% | 3 |
|
|
2024
Q3 | $7.35M | Buy |
331,458
+19,986
| +6% | +$427K | 3.38% | 4 |
|
|
2024
Q2 | $6.53M | Buy |
311,472
+35,301
| +13% | +$715K | 3.34% | 5 |
|
|
2024
Q1 | $5.62M | Buy |
276,171
+92,241
| +50% | +$1.78M | 3.01% | 5 |
|
|
2023
Q4 | $3.41M | Buy |
183,930
+20,055
| +12% | +$346K | 2.12% | 13 |
|
|
2023
Q3 | $2.72M | Buy |
163,875
+22,614
| +16% | +$391K | 1.9% | 14 |
|
|
2023
Q2 | $2.43M | Sell |
141,261
-693
| -0.5% | -$11.3K | 1.63% | 15 |
|
|
2023
Q1 | $2.26M | Buy |
141,954
+3,042
| +2% | +$47.6K | 1.58% | 18 |
|
|
2022
Q4 | $2.07M | Sell |
138,912
-5,061
| -4% | -$76.1K | 1.55% | 20 |
|
|
2022
Q3 | $2.02M | Buy |
143,973
+13,545
| +10% | +$211K | 1.58% | 21 |
|
|
2022
Q2 | $1.92M | Buy |
130,428
+7,857
| +6% | +$126K | 1.36% | 26 |
|
|
2022
Q1 | $2.18M | Buy |
122,571
+1,857
| +2% | +$32.6K | 1.33% | 27 |
|
|
2021
Q4 | $2.27M | Buy |
120,714
+1,740
| +1% | +$32K | 1.45% | 24 |
|
|
2021
Q3 | $2.06M | Sell |
118,974
-414
| -0.3% | -$7.36K | 1.22% | 24 |
|
|
2021
Q2 | $2.08M | Buy |
119,388
+2,424
| +2% | +$41K | 1.24% | 24 |
|
|
2021
Q1 | $1.89M | Buy |
116,964
+5,172
| +5% | +$81.5K | 0.84% | 27 |
|
|
2020
Q4 | $1.7M | Sell |
111,792
-1,392
| -1% | -$19.8K | 1.18% | 25 |
|
|
2020
Q3 | $1.5M | Sell |
113,184
-882
| -0.8% | -$11.6K | 1.4% | 24 |
|
|
2020
Q2 | $1.4M | Sell |
114,066
-1,080
| -0.9% | -$12.4K | 1.26% | 25 |
|
|
2020
Q1 | $1.16M | Sell |
115,146
-2,496
| -2% | -$30.2K | 1.29% | 27 |
|
|
2019
Q4 | $1.51M | Sell |
117,642
-6,024
| -5% | -$73.9K | 1.37% | 26 |
|
|
2019
Q3 | $1.46M | Sell |
123,666
-798
| -0.6% | -$9.43K | 1.51% | 20 |
|
|
2019
Q2 | $1.46M | Sell |
124,464
-6,315,768
| -98% | -$72.9M | 1.53% | 18 |
|
|
2019
Q1 | $15.4K | Buy |
+6,440,232
| New | +$70.3M | 1.15% | 26 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM