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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.8M | Sell |
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|
2025
Q1 | $7.44M | Buy |
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|
2024
Q4 | $7.66M | Buy |
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|
2024
Q3 | $7.35M | Buy |
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|
2024
Q2 | $6.53M | Buy |
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|
2024
Q1 | $5.62M | Buy |
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|
2023
Q4 | $3.41M | Buy |
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|
2023
Q3 | $2.72M | Buy |
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|
2023
Q2 | $2.43M | Sell |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $2.07M | Sell |
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|
2022
Q3 | $2.02M | Buy |
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|
2022
Q2 | $1.92M | Buy |
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|
2022
Q1 | $2.18M | Buy |
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|
2021
Q4 | $2.27M | Buy |
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|
2021
Q3 | $2.06M | Sell |
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|
2021
Q2 | $2.08M | Buy |
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|
2021
Q1 | $1.89M | Buy |
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|
2020
Q4 | $1.7M | Sell |
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|
2020
Q3 | $1.5M | Sell |
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|
2020
Q2 | $1.4M | Sell |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.46M | Sell |
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|
2019
Q1 | $15.4K | Buy |
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