OAJ
Ogorek Anthony Joseph’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
604,777
-303,526
| -33% | -$7.23M | 4.45% | 7 |
|
|
2025
Q1 | $19.6M | Sell |
908,303
-40,131
| -4% | -$864K | 6.44% | 5 |
|
|
2024
Q4 | $21.5M | Buy |
948,434
+613,578
| +183% | +$13.9M | 6.85% | 5 |
|
|
2024
Q3 | $22.3M | Sell |
334,856
-24,601
| -7% | -$1.64M | 7.64% | 5 |
|
|
2024
Q2 | $22.6M | Sell |
359,457
-9,298
| -3% | -$585K | 7.85% | 4 |
|
|
2024
Q1 | $22.5M | Sell |
368,755
-7,209
| -2% | -$440K | 7.82% | 2 |
|
|
2023
Q4 | $20.9M | Buy |
375,964
+19,326
| +5% | +$1.08M | 7.61% | 2 |
|
|
2023
Q3 | $17.8M | Buy |
356,638
+13,653
| +4% | +$681K | 7.01% | 2 |
|
|
2023
Q2 | $17.7M | Buy |
342,985
+39,457
| +13% | +$2.04M | 6.79% | 2 |
|
|
2023
Q1 | $14.5M | Buy |
303,528
+9,033
| +3% | +$432K | 5.94% | 4 |
|
|
2022
Q4 | $13.2M | Sell |
294,495
-7,916
| -3% | -$355K | 5.74% | 5 |
|
|
2022
Q3 | $12.7M | Sell |
302,411
-4,212
| -1% | -$177K | 6.03% | 5 |
|
|
2022
Q2 | $13.5M | Sell |
306,623
-64,370
| -17% | -$2.84M | 6.23% | 5 |
|
|
2022
Q1 | $19.8M | Buy |
370,993
+12,051
| +3% | +$643K | 8.12% | 2 |
|
|
2021
Q4 | $40.6M | Buy |
358,942
+8,913
| +3% | +$1.01M | 17.33% | 2 |
|
|
2021
Q3 | $36.4M | Buy |
350,029
+46,046
| +15% | +$4.78M | 16.59% | 2 |
|
|
2021
Q2 | $31.7M | Buy |
303,983
+16,087
| +6% | +$1.68M | 14.19% | 2 |
|
|
2021
Q1 | $27.8M | Buy |
287,896
+231,790
| +413% | +$22.4M | 13.72% | 2 |
|
|
2020
Q4 | $5.11M | Buy |
56,106
+6,731
| +14% | +$612K | 2.73% | 10 |
|
|
2020
Q3 | $3.93M | Sell |
49,375
-96
| -0.2% | -$7.65K | 2.32% | 10 |
|
|
2020
Q2 | $3.63M | Sell |
49,471
-388,959
| -89% | -$28.6M | 2.57% | 10 |
|
|
2020
Q1 | $26.5M | Sell |
438,430
-23,828
| -5% | -$1.44M | 14.4% | 2 |
|
|
2019
Q4 | $35.5M | Buy |
462,258
+10,581
| +2% | +$813K | 17.32% | 1 |
|
|
2019
Q3 | $32.1M | Buy |
451,677
+6,182
| +1% | +$439K | 19.18% | 1 |
|
|
2019
Q2 | $31.4M | Sell |
445,495
-15,308
| -3% | -$1.08M | 21.17% | 1 |
|
|
2019
Q1 | $31.4M | Buy |
460,803
+8,491
| +2% | +$578K | 20.8% | 1 |
|
|
2018
Q4 | $27.1M | Buy |
452,312
+38,702
| +9% | +$2.32M | 21.58% | 1 |
|
|
2018
Q3 | $29.1M | Buy |
413,610
+30,106
| +8% | +$2.12M | 21.47% | 1 |
|
|
2018
Q2 | $25.3M | Sell |
383,504
-79,975
| -17% | -$5.28M | 19.71% | 1 |
|
|
2018
Q1 | $29.6M | Buy |
463,479
+14,453
| +3% | +$922K | 25.7% | 1 |
|
|
2017
Q4 | $29M | Buy |
449,026
+11,561
| +3% | +$746K | 23.72% | 2 |
|
|
2017
Q3 | $26.6M | Buy |
437,465
+10,974
| +3% | +$668K | 25.99% | 2 |
|
|
2017
Q2 | $24.9M | Buy |
426,491
+33,012
| +8% | +$1.93M | 23.09% | 2 |
|
|
2017
Q1 | $22.5M | Sell |
393,479
-215,126
| -35% | -$12.3M | 23.19% | 2 |
|
|
2016
Q4 | $31.8M | Hold |
608,605
| – | – | 27.48% | 1 |
|
|
2016
Q3 | $31.8M | Buy |
608,605
+12,938
| +2% | +$677K | 27.48% | 1 |
|
|
2016
Q2 | $30M | Sell |
595,667
-76,445
| -11% | -$3.85M | 26.89% | 1 |
|
|
2016
Q1 | $33.1M | Buy |
672,112
+8,136
| +1% | +$401K | 26.88% | 1 |
|
|
2015
Q4 | $32.6M | Buy |
663,976
+16,352
| +3% | +$802K | 27.18% | 1 |
|
|
2015
Q3 | $30M | Buy |
647,624
+10,348
| +2% | +$480K | 24.54% | 1 |
|
|
2015
Q2 | $32M | Sell |
637,276
-3,249
| -0.5% | -$163K | 24.55% | 1 |
|
|
2015
Q1 | $32.3M | Buy |
640,525
+553,596
| +637% | +$27.9M | 22.22% | 1 |
|
|
2014
Q4 | $4.33M | Buy |
+86,929
| New | +$4.33M | 3.25% | 7 |
|