JP Morgan Chase’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 | $29.2M | Sell |
1,195,358
-71,911
| -6% | -$1.89M | ﹤0.01% | 1759 |
|
|
2025
Q4 | $33.2M | Buy |
1,267,269
+49,084
| +4% | +$1.28M | ﹤0.01% | 1645 |
|
|
2025
Q3 | $31.3M | Buy |
1,218,185
+95,430
| +8% | +$2.36M | ﹤0.01% | 1732 |
|
|
2025
Q2 | $26.8M | Buy |
1,122,755
+25,441
| +2% | +$560K | ﹤0.01% | 1739 |
|
|
2025
Q1 | $23.6M | Buy |
1,097,314
+334
| +0% | +$7.6K | ﹤0.01% | 1784 |
|
|
2024
Q4 | $24.9M | Sell |
1,096,980
-53,538
| -5% | -$1.22M | ﹤0.01% | 1827 |
|
|
2024
Q3 | $25.5M | Buy |
1,150,518
+61,707
| +6% | +$1.32M | ﹤0.01% | 1789 |
|
|
2024
Q2 | $22.8M | Sell |
1,088,811
-671,874
| -38% | -$13.6M | ﹤0.01% | 1770 |
|
|
2024
Q1 | $35.8M | Buy |
1,760,685
+25,116
| +1% | +$486K | ﹤0.01% | 1482 |
|
|
2023
Q4 | $32.2M | Buy |
1,735,569
+1,389,063
| +401% | +$24M | ﹤0.01% | 1487 |
|
|
2023
Q3 | $5.76M | Buy |
346,506
+93,876
| +37% | +$1.62M | ﹤0.01% | 2724 |
|
|
2023
Q2 | $4.35M | Buy |
252,630
+27,627
| +12% | +$450K | ﹤0.01% | 2972 |
|
|
2023
Q1 | $3.59M | Sell |
225,003
-30,897
| -12% | -$483K | ﹤0.01% | 3075 |
|
|
2022
Q4 | $3.82M | Buy |
255,900
+213,126
| +498% | +$3.2M | ﹤0.01% | 3050 |
|
|
2022
Q3 | $598K | Sell |
42,774
-1,203
| -3% | -$18.7K | ﹤0.01% | 4342 |
|
|
2022
Q2 | $648K | Sell |
43,977
-11,223
| -20% | -$180K | ﹤0.01% | 4397 |
|
|
2022
Q1 | $983K | Buy |
55,200
+45,726
| +483% | +$803K | ﹤0.01% | 4281 |
|
|
2021
Q4 | $178K | Sell |
9,474
-1,320
| -12% | -$24.3K | ﹤0.01% | 5423 |
|
|
2021
Q3 | $187K | Buy |
10,794
+2,190
| +25% | +$39K | ﹤0.01% | 5272 |
|
|
2021
Q2 | $150K | Sell |
8,604
-1,110
| -11% | -$18.8K | ﹤0.01% | 5377 |
|
|
2021
Q1 | $157K | Sell |
9,714
-636
| -6% | -$10K | ﹤0.01% | 5239 |
|
|
2020
Q4 | $157K | Sell |
10,350
-2,154
| -17% | -$30.7K | ﹤0.01% | 4886 |
|
|
2020
Q3 | $165K | Sell |
12,504
-240
| -2% | -$3.16K | ﹤0.01% | 4456 |
|
|
2020
Q2 | $156K | Buy |
12,744
+258
| +2% | +$2.97K | ﹤0.01% | 4383 |
|
|
2020
Q1 | $126K | Buy |
12,486
+8,460
| +210% | +$102K | ﹤0.01% | 4451 |
|
|
2019
Q4 | $52K | Buy |
4,026
+336
| +9% | +$4.12K | ﹤0.01% | 5117 |
|
|
2019
Q3 | $44K | Buy |
3,690
+24
| +0.7% | +$284 | ﹤0.01% | 5232 |
|
|
2019
Q2 | $43K | Sell |
3,666
-3,168
| -46% | -$36.6K | ﹤0.01% | 5231 |
|
|
2019
Q1 | $77K | Buy |
6,834
+6,000
| +719% | +$65.5K | ﹤0.01% | 4971 |
|
|
2018
Q4 | $8K | Hold |
834
| – | – | ﹤0.01% | 5476 |
|
|
2018
Q3 | $10K | Hold |
834
| – | – | ﹤0.01% | 5501 |
|
|
2018
Q2 | $9K | Hold |
834
| – | – | ﹤0.01% | 5390 |
|
|
2018
Q1 | $9K | Buy |
834
+132
| +19% | +$1.45K | ﹤0.01% | 5184 |
|
|
2017
Q4 | $8K | Buy |
702
+276
| +65% | +$2.89K | ﹤0.01% | 5288 |
|
|
2017
Q3 | $4K | Buy |
426
+408
| +2,267% | +$4.05K | ﹤0.01% | 4818 |
|
|
2017
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 5184 |
|
|
2017
Q1 | $0 | Buy |
+18
| New | +$169 | ﹤0.01% | 5206 |
|
|
2016
Q1 | – | Sell |
-402
| Closed | -$3K | – | 4908 |
|
|
2015
Q4 | $3K | Buy |
+402
| New | +$3.32K | ﹤0.01% | 4455 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM