JPMorgan Chase & Co’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
Q2 | $26.8M | Buy |
1,122,755
+25,441
| +2% | +$606K | ﹤0.01% | 1549 |
|
|
2025
Q1 | $23.6M | Buy |
1,097,314
+334
| +0% | +$7.19K | ﹤0.01% | 1587 |
|
|
2024
Q4 | $24.9M | Sell |
1,096,980
-53,538
| -5% | -$1.22M | ﹤0.01% | 1573 |
|
|
2024
Q3 | $25.5M | Buy |
1,150,518
+61,707
| +6% | +$1.37M | ﹤0.01% | 1553 |
|
|
2024
Q2 | $22.8M | Sell |
1,088,811
-671,874
| -38% | -$14.1M | ﹤0.01% | 1569 |
|
|
2024
Q1 | $35.8M | Buy |
1,760,685
+25,116
| +1% | +$511K | ﹤0.01% | 1343 |
|
|
2023
Q4 | $32.2M | Buy |
1,735,569
+1,389,063
| +401% | +$25.8M | ﹤0.01% | 1333 |
|
|
2023
Q3 | $5.76M | Buy |
346,506
+93,876
| +37% | +$1.56M | ﹤0.01% | 2340 |
|
|
2023
Q2 | $4.35M | Buy |
252,630
+27,627
| +12% | +$476K | ﹤0.01% | 2579 |
|
|
2023
Q1 | $3.59M | Sell |
225,003
-30,897
| -12% | -$493K | ﹤0.01% | 2654 |
|
|
2022
Q4 | $3.82M | Buy |
255,900
+213,126
| +498% | +$3.18M | ﹤0.01% | 2561 |
|
|
2022
Q3 | $598K | Sell |
42,774
-1,203
| -3% | -$16.8K | ﹤0.01% | 3641 |
|
|
2022
Q2 | $648K | Sell |
43,977
-11,223
| -20% | -$165K | ﹤0.01% | 3736 |
|
|
2022
Q1 | $983K | Buy |
55,200
+45,726
| +483% | +$814K | ﹤0.01% | 3626 |
|
|
2021
Q4 | $178K | Sell |
9,474
-1,320
| -12% | -$24.8K | ﹤0.01% | 4598 |
|
|
2021
Q3 | $187K | Buy |
10,794
+2,190
| +25% | +$37.9K | ﹤0.01% | 4448 |
|
|
2021
Q2 | $150K | Sell |
8,604
-1,110
| -11% | -$19.4K | ﹤0.01% | 4615 |
|
|
2021
Q1 | $157K | Sell |
9,714
-636
| -6% | -$10.3K | ﹤0.01% | 4533 |
|
|
2020
Q4 | $157K | Sell |
10,350
-2,154
| -17% | -$32.7K | ﹤0.01% | 4211 |
|
|
2020
Q3 | $165K | Sell |
12,504
-240
| -2% | -$3.17K | ﹤0.01% | 3823 |
|
|
2020
Q2 | $156K | Buy |
12,744
+258
| +2% | +$3.16K | ﹤0.01% | 3781 |
|
|
2020
Q1 | $126K | Buy |
12,486
+8,460
| +210% | +$85.4K | ﹤0.01% | 3876 |
|
|
2019
Q4 | $52K | Buy |
4,026
+336
| +9% | +$4.34K | ﹤0.01% | 4228 |
|
|
2019
Q3 | $44K | Buy |
3,690
+24
| +0.7% | +$286 | ﹤0.01% | 4309 |
|
|
2019
Q2 | $43K | Sell |
3,666
-3,168
| -46% | -$37.2K | ﹤0.01% | 4314 |
|
|
2019
Q1 | $77K | Buy |
6,834
+6,000
| +719% | +$67.6K | ﹤0.01% | 4083 |
|
|
2018
Q4 | $8K | Hold |
834
| – | – | ﹤0.01% | 4648 |
|
|
2018
Q3 | $10K | Hold |
834
| – | – | ﹤0.01% | 4649 |
|
|
2018
Q2 | $9K | Hold |
834
| – | – | ﹤0.01% | 4617 |
|
|
2018
Q1 | $9K | Buy |
834
+132
| +19% | +$1.42K | ﹤0.01% | 4513 |
|
|
2017
Q4 | $8K | Buy |
702
+276
| +65% | +$3.15K | ﹤0.01% | 4521 |
|
|
2017
Q3 | $4K | Buy |
426
+408
| +2,267% | +$3.83K | ﹤0.01% | 4149 |
|
|
2017
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 4481 |
|
|
2017
Q1 | $0 | Buy |
+18
| New | – | ﹤0.01% | 4523 |
|
|
2016
Q1 | – | Sell |
-402
| Closed | -$3K | – | 4261 |
|
|
2015
Q4 | $3K | Buy |
+402
| New | +$3K | ﹤0.01% | 3848 |
|