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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.54M | Sell |
294,736
-4,068
| -1% | -$114K | 1.03% | 23 |
|
|
2026
Q1 | $7.5M | Buy |
298,804
+530
| +0.2% | +$13.9K | 1.01% | 25 |
|
|
2025
Q4 | $7.82M | Sell |
298,274
-15,938
| -5% | -$415K | 0.99% | 22 |
|
|
2025
Q3 | $8.08M | Sell |
314,212
-9,687
| -3% | -$240K | 1.04% | 23 |
|
|
2025
Q2 | $7.72M | Sell |
323,899
-41,258
| -11% | -$909K | 1.03% | 25 |
|
|
2025
Q1 | $7.86M | Sell |
365,157
-4,619
| -1% | -$105K | 1.12% | 24 |
|
|
2024
Q4 | $8.39M | Sell |
369,776
-15,889
| -4% | -$363K | 1.18% | 20 |
|
|
2024
Q3 | $8.55M | Sell |
385,665
-22,014
| -5% | -$470K | 1.22% | 19 |
|
|
2024
Q2 | $8.54M | Sell |
407,679
-25,329
| -6% | -$513K | 1.38% | 17 |
|
|
2024
Q1 | $8.81M | Buy |
433,008
+26,064
| +6% | +$504K | 1.44% | 17 |
|
|
2023
Q4 | $7.55M | Buy |
406,944
+6,858
| +2% | +$118K | 1.33% | 17 |
|
|
2023
Q3 | $6.65M | Buy |
400,086
+334,293
| +508% | +$5.79M | 1.27% | 19 |
|
|
2023
Q2 | $1.13M | Sell |
65,793
-7,266
| -10% | -$118K | 0.21% | 55 |
|
|
2023
Q1 | $1.17M | Sell |
73,059
-4,896
| -6% | -$76.5K | 0.25% | 50 |
|
|
2022
Q4 | $1.16M | Sell |
77,955
-144,129
| -65% | -$2.17M | 0.27% | 48 |
|
|
2022
Q3 | $3.11M | Buy |
222,084
+151,923
| +217% | +$2.36M | 0.68% | 30 |
|
|
2022
Q2 | $1.03M | Sell |
70,161
-9,132
| -12% | -$147K | 0.25% | 46 |
|
|
2022
Q1 | $1.41M | Sell |
79,293
-5,493
| -6% | -$96.4K | 0.32% | 37 |
|
|
2021
Q4 | $1.6M | Hold |
84,786
| – | – | 0.36% | 39 |
|
|
2021
Q3 | $1.47M | Hold |
84,786
| – | – | 0.38% | 36 |
|
|
2021
Q2 | $1.47M | Buy |
84,786
+294
| +0.3% | +$4.98K | 0.39% | 34 |
|
|
2021
Q1 | $1.36M | Hold |
84,492
| – | – | 0.43% | 33 |
|
|
2020
Q4 | $1.28M | Sell |
84,492
-7,146
| -8% | -$102K | 0.43% | 29 |
|
|
2020
Q3 | $1.22M | Sell |
91,638
-5,724
| -6% | -$75.3K | 0.46% | 32 |
|
|
2020
Q2 | $1.19M | Sell |
97,362
-1,254
| -1% | -$14.5K | 0.53% | 31 |
|
|
2020
Q1 | $993K | Sell |
98,616
-15,408
| -14% | -$186K | 0.52% | 33 |
|
|
2019
Q4 | $1.46M | Sell |
114,024
-529,650
| -82% | -$6.5M | 0.62% | 30 |
|
|
2019
Q3 | $7.62M | Sell |
643,674
-41,580
| -6% | -$491K | 3.28% | 9 |
|
|
2019
Q2 | $8.05M | Buy |
685,254
+22,428
| +3% | +$259K | 3.65% | 9 |
|
|
2019
Q1 | $7.52M | Buy |
662,826
+554,838
| +514% | +$6.06M | 3.51% | 8 |
|
|
2018
Q4 | $1.08M | Buy |
107,988
+79,776
| +283% | +$863K | 0.7% | 21 |
|
|
2018
Q3 | $331K | Sell |
28,212
-5,418
| -16% | -$62.4K | 0.17% | 36 |
|
|
2018
Q2 | $370K | Hold |
33,630
| – | – | 0.21% | 30 |
|
|
2018
Q1 | $357K | Sell |
33,630
-3,198
| -9% | -$35.1K | 0.2% | 25 |
|
|
2017
Q4 | $396K | Sell |
36,828
-5,712
| -13% | -$59.9K | 0.23% | 23 |
|
|
2017
Q3 | $437K | Sell |
42,540
-7,032
| -14% | -$69.8K | 0.23% | 21 |
|
|
2017
Q2 | $483K | Sell |
49,572
-7,536
| -13% | -$72.8K | 0.27% | 20 |
|
|
2017
Q1 | $543K | Sell |
57,108
-3,864
| -6% | -$36.2K | 0.29% | 20 |
|
|
2016
Q4 | $551K | Sell |
60,972
-6,336
| -9% | -$55.8K | 0.33% | 19 |
|
|
2016
Q3 | $587K | Sell |
67,308
-2,346
| -3% | -$20.4K | 0.36% | 17 |
|
|
2016
Q2 | $584K | Sell |
69,654
-7,098
| -9% | -$58.9K | 0.36% | 18 |
|
|
2016
Q1 | $630K | Sell |
76,752
-2,784,834
| -97% | -$21.6M | 0.46% | 16 |
|
|
2015
Q4 | $23.4M | Buy |
2,861,586
+2,856,888
| +60,811% | +$23.6M | 16.31% | 2 |
|
|
2015
Q3 | $37K | Sell |
4,698
-618
| -12% | -$5.08K | 0.03% | 111 |
|
|
2015
Q2 | $45K | Hold |
5,316
| – | – | 0.03% | 82 |
|
|
2015
Q1 | $45K | Buy |
+5,316
| New | +$44.5K | 0.03% | 96 |
|
Other funds holding SCHB
HWA
SFG
JWS
WC
SI
AWM
FFN
WPC
SWM
SIG