Sharkey, Howes & Javer’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
Q3 | $8.08M | Sell |
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|
2025
Q2 | $7.72M | Sell |
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|
2025
Q1 | $7.86M | Sell |
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|
2024
Q4 | $8.39M | Sell |
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|
2024
Q3 | $8.55M | Sell |
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|
2024
Q2 | $8.54M | Sell |
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|
2024
Q1 | $8.81M | Buy |
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|
2023
Q4 | $7.55M | Buy |
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|
2023
Q3 | $6.65M | Buy |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $3.11M | Buy |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $1.6M | Hold |
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|
2021
Q3 | $1.47M | Hold |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $1.36M | Hold |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $993K | Sell |
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|
2019
Q4 | $1.46M | Sell |
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|
2019
Q3 | $7.62M | Sell |
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|
2019
Q2 | $8.05M | Buy |
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|
2019
Q1 | $7.52M | Buy |
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|
2018
Q4 | $1.08M | Buy |
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|
2018
Q3 | $331K | Sell |
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|
2018
Q2 | $370K | Hold |
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|
2018
Q1 | $357K | Sell |
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|
2017
Q4 | $396K | Sell |
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|
2017
Q3 | $437K | Sell |
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|
2017
Q2 | $483K | Sell |
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|
2017
Q1 | $543K | Sell |
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|
2016
Q4 | $551K | Sell |
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|
2016
Q3 | $587K | Sell |
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|
2016
Q2 | $584K | Sell |
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|
2016
Q1 | $630K | Sell |
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|
2015
Q4 | $23.4M | Buy |
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|
2015
Q3 | $37K | Sell |
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|
2015
Q2 | $45K | Hold |
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|
2015
Q1 | $45K | Buy |
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