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SJS Investment Consulting’s Schwab US Broad Market ETF SCHB Stock Holding History

SJS Investment Consulting’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$220K Buy
8,766
+6
+0.1% +$157 0.03% 143
2025
Q4 		$230K Hold
8,760
– – 0.03% 130
2025
Q3 		$225K Sell
8,760
-250
-3% -$6.19K 0.03% 123
2025
Q2 		$215K Hold
9,010
– – 0.03% 93
2025
Q1 		$194K Hold
9,010
– – 0.03% 97
2024
Q4 		$205K Sell
9,010
-191
-2% -$4.36K 0.04% 92
2024
Q3 		$204K Buy
9,201
+936
+11% +$20K 0.04% 99
2024
Q2 		$173K Hold
8,265
– – 0.03% 95
2024
Q1 		$168K Hold
8,265
– – 0.03% 96
2023
Q4 		$153K Hold
8,265
– – 0.03% 93
2023
Q3 		$137K Hold
8,265
– – 0.03% 90
2023
Q2 		$142K Sell
8,265
-714
-8% -$11.6K 0.04% 90
2023
Q1 		$143K Sell
8,979
-573
-6% -$8.96K 0.04% 89
2022
Q4 		$143K Buy
9,552
+672
+8% +$10.1K 0.04% 93
2022
Q3 		$124K Buy
+8,880
New +$138K 0.04% 104
2022
Q1 		$110K Sell
6,162
-588
-9% -$10.3K 0.03% 128
2021
Q4 		$127K Buy
+6,750
New +$124K 0.04% 118

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