SHJ
Sharkey, Howes & Javer’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 | $7.72M | Sell |
323,899
-41,258
| -11% | -$983K | 1.03% | 25 |
|
|
2025
Q1 | $7.86M | Sell |
365,157
-4,619
| -1% | -$99.4K | 1.12% | 24 |
|
|
2024
Q4 | $8.39M | Buy |
369,776
+241,221
| +188% | +$5.48M | 1.18% | 20 |
|
|
2024
Q3 | $8.55M | Sell |
128,555
-7,338
| -5% | -$488K | 1.22% | 19 |
|
|
2024
Q2 | $8.54M | Sell |
135,893
-8,443
| -6% | -$531K | 1.38% | 17 |
|
|
2024
Q1 | $8.81M | Buy |
144,336
+8,688
| +6% | +$530K | 1.44% | 17 |
|
|
2023
Q4 | $7.55M | Buy |
135,648
+2,286
| +2% | +$127K | 1.33% | 17 |
|
|
2023
Q3 | $6.65M | Buy |
133,362
+111,431
| +508% | +$5.55M | 1.27% | 19 |
|
|
2023
Q2 | $1.13M | Sell |
21,931
-2,422
| -10% | -$125K | 0.21% | 55 |
|
|
2023
Q1 | $1.17M | Sell |
24,353
-1,632
| -6% | -$78.1K | 0.25% | 50 |
|
|
2022
Q4 | $1.16M | Sell |
25,985
-48,043
| -65% | -$2.15M | 0.27% | 48 |
|
|
2022
Q3 | $3.11M | Buy |
74,028
+50,641
| +217% | +$2.13M | 0.68% | 30 |
|
|
2022
Q2 | $1.03M | Sell |
23,387
-3,044
| -12% | -$134K | 0.25% | 46 |
|
|
2022
Q1 | $1.41M | Buy |
26,431
+12,300
| +87% | +$657K | 0.32% | 37 |
|
|
2021
Q4 | $1.6M | Hold |
14,131
| – | – | 0.36% | 39 |
|
|
2021
Q3 | $1.47M | Hold |
14,131
| – | – | 0.38% | 36 |
|
|
2021
Q2 | $1.47M | Buy |
14,131
+49
| +0.3% | +$5.11K | 0.39% | 34 |
|
|
2021
Q1 | $1.36M | Hold |
14,082
| – | – | 0.43% | 33 |
|
|
2020
Q4 | $1.28M | Sell |
14,082
-1,191
| -8% | -$108K | 0.43% | 29 |
|
|
2020
Q3 | $1.22M | Sell |
15,273
-954
| -6% | -$76K | 0.46% | 32 |
|
|
2020
Q2 | $1.19M | Sell |
16,227
-209
| -1% | -$15.4K | 0.53% | 31 |
|
|
2020
Q1 | $993K | Sell |
16,436
-2,568
| -14% | -$155K | 0.52% | 33 |
|
|
2019
Q4 | $1.46M | Sell |
19,004
-88,275
| -82% | -$6.79M | 0.62% | 30 |
|
|
2019
Q3 | $7.62M | Sell |
107,279
-6,930
| -6% | -$492K | 3.28% | 9 |
|
|
2019
Q2 | $8.06M | Buy |
114,209
+3,738
| +3% | +$264K | 3.65% | 9 |
|
|
2019
Q1 | $7.52M | Buy |
110,471
+92,473
| +514% | +$6.29M | 3.51% | 8 |
|
|
2018
Q4 | $1.08M | Buy |
17,998
+13,296
| +283% | +$797K | 0.7% | 21 |
|
|
2018
Q3 | $331K | Sell |
4,702
-903
| -16% | -$63.6K | 0.17% | 36 |
|
|
2018
Q2 | $370K | Hold |
5,605
| – | – | 0.21% | 30 |
|
|
2018
Q1 | $357K | Sell |
5,605
-533
| -9% | -$33.9K | 0.2% | 25 |
|
|
2017
Q4 | $396K | Sell |
6,138
-952
| -13% | -$61.4K | 0.23% | 23 |
|
|
2017
Q3 | $437K | Sell |
7,090
-1,172
| -14% | -$72.2K | 0.23% | 21 |
|
|
2017
Q2 | $483K | Sell |
8,262
-1,256
| -13% | -$73.4K | 0.27% | 20 |
|
|
2017
Q1 | $543K | Sell |
9,518
-644
| -6% | -$36.7K | 0.29% | 20 |
|
|
2016
Q4 | $551K | Sell |
10,162
-1,056
| -9% | -$57.3K | 0.33% | 19 |
|
|
2016
Q3 | $587K | Sell |
11,218
-391
| -3% | -$20.5K | 0.36% | 17 |
|
|
2016
Q2 | $584K | Sell |
11,609
-1,183
| -9% | -$59.5K | 0.36% | 18 |
|
|
2016
Q1 | $630K | Sell |
12,792
-464,139
| -97% | -$22.9M | 0.46% | 16 |
|
|
2015
Q4 | $23.4M | Buy |
476,931
+476,148
| +60,811% | +$23.4M | 16.31% | 2 |
|
|
2015
Q3 | $37K | Sell |
783
-103
| -12% | -$4.87K | 0.03% | 111 |
|
|
2015
Q2 | $45K | Hold |
886
| – | – | 0.03% | 82 |
|
|
2015
Q1 | $45K | Buy |
+886
| New | +$45K | 0.03% | 96 |
|