PI
Pachira Investments’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 | $381K | Sell |
16,004
-1,365
| -8% | -$32.5K | 0.29% | 41 |
|
|
2025
Q1 | $372K | Buy |
17,369
+1,930
| +13% | +$41.4K | 0.26% | 43 |
|
|
2024
Q4 | $352K | Buy |
15,439
+10,045
| +186% | +$229K | 0.22% | 44 |
|
|
2024
Q3 | $359K | Buy |
5,394
+1,363
| +34% | +$90.7K | 0.28% | 38 |
|
|
2024
Q2 | $253K | Sell |
4,031
-44
| -1% | -$2.77K | 0.22% | 39 |
|
|
2024
Q1 | $249K | Sell |
4,075
-161
| -4% | -$9.83K | 0.2% | 42 |
|
|
2023
Q4 | $236K | Sell |
4,236
-362
| -8% | -$20.2K | 0.21% | 38 |
|
|
2023
Q3 | $229K | Sell |
4,598
-56
| -1% | -$2.79K | 0.26% | 34 |
|
|
2023
Q2 | $241K | Buy |
+4,654
| New | +$241K | 0.26% | 33 |
|
|
2022
Q3 | – | Sell |
-20,563
| Closed | -$909K | – | 24 |
|
|
2022
Q2 | $909K | Sell |
20,563
-41
| -0.2% | -$1.81K | 1.4% | 9 |
|
|
2022
Q1 | $1.1M | Buy |
20,604
+8,622
| +72% | +$460K | 0.85% | 11 |
|
|
2021
Q4 | $1.35M | Sell |
11,982
-1,042
| -8% | -$118K | 0.87% | 13 |
|
|
2021
Q3 | $1.35M | Sell |
13,024
-156
| -1% | -$16.2K | 0.96% | 10 |
|
|
2021
Q2 | $1.37M | Sell |
13,180
-6,778
| -34% | -$707K | 0.97% | 11 |
|
|
2021
Q1 | $1.93M | Sell |
19,958
-4,304
| -18% | -$416K | 1.42% | 13 |
|
|
2020
Q4 | $2.21M | Sell |
24,262
-3,647
| -13% | -$332K | 2.11% | 9 |
|
|
2020
Q3 | $2.22M | Buy |
+27,909
| New | +$2.22M | 2.9% | 6 |
|
|
2020
Q1 | – | Sell |
-8,313
| Closed | -$639K | – | 15 |
|
|
2019
Q4 | $639K | Sell |
8,313
-198
| -2% | -$15.2K | 0.53% | 7 |
|
|
2019
Q3 | $604K | Buy |
8,511
+106
| +1% | +$7.52K | 0.67% | 6 |
|
|
2019
Q2 | $593K | Sell |
8,405
-209
| -2% | -$14.7K | 0.66% | 6 |
|
|
2019
Q1 | $586K | Sell |
8,614
-508
| -6% | -$34.6K | 0.53% | 7 |
|
|
2018
Q4 | $547K | Buy |
9,122
+4,052
| +80% | +$243K | 0.71% | 7 |
|
|
2018
Q3 | $357K | Buy |
5,070
+168
| +3% | +$11.8K | 0.36% | 9 |
|
|
2018
Q2 | $323K | Buy |
4,902
+183
| +4% | +$12.1K | 0.33% | 9 |
|
|
2018
Q1 | $301K | Sell |
4,719
-189
| -4% | -$12.1K | 0.25% | 9 |
|
|
2017
Q4 | $317K | Buy |
4,908
+113
| +2% | +$7.3K | 0.27% | 9 |
|
|
2017
Q3 | $292K | Sell |
4,795
-19
| -0.4% | -$1.16K | 0.26% | 8 |
|
|
2017
Q2 | $281K | Buy |
4,814
+68
| +1% | +$3.97K | 0.25% | 8 |
|
|
2017
Q1 | $271K | Buy |
4,746
+46
| +1% | +$2.63K | 0.25% | 8 |
|
|
2016
Q4 | $255K | Buy |
+4,700
| New | +$255K | 0.24% | 10 |
|