SIC
SJS Investment Consulting’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 | $215K | Hold |
9,010
| – | – | 0.03% | 93 |
|
|
2025
Q1 | $194K | Hold |
9,010
| – | – | 0.03% | 97 |
|
|
2024
Q4 | $205K | Buy |
9,010
+5,943
| +194% | +$135K | 0.04% | 92 |
|
|
2024
Q3 | $204K | Buy |
3,067
+312
| +11% | +$20.8K | 0.04% | 99 |
|
|
2024
Q2 | $173K | Hold |
2,755
| – | – | 0.03% | 95 |
|
|
2024
Q1 | $168K | Hold |
2,755
| – | – | 0.03% | 96 |
|
|
2023
Q4 | $153K | Hold |
2,755
| – | – | 0.03% | 93 |
|
|
2023
Q3 | $137K | Hold |
2,755
| – | – | 0.03% | 90 |
|
|
2023
Q2 | $142K | Sell |
2,755
-238
| -8% | -$12.3K | 0.04% | 90 |
|
|
2023
Q1 | $143K | Sell |
2,993
-191
| -6% | -$9.14K | 0.04% | 89 |
|
|
2022
Q4 | $143K | Buy |
3,184
+224
| +8% | +$10K | 0.04% | 93 |
|
|
2022
Q3 | $124K | Buy |
+2,960
| New | +$124K | 0.04% | 104 |
|
|
2022
Q1 | $110K | Buy |
2,054
+929
| +83% | +$49.8K | 0.03% | 126 |
|
|
2021
Q4 | $127K | Buy |
+1,125
| New | +$127K | 0.04% | 117 |
|