Pacific Center for Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Pacific Center for Financial Services’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$164K	Buy	6,883 +91	+1%	+$2.17K	0.04%	107
2025 Q1	$146K	Buy	6,792 +99	+1%	+$2.13K	0.04%	110
2024 Q4	$152K	Sell	6,693 -6	-0.1%	-$136	0.04%	107
2024 Q3	$149K	Buy	6,699 +36	+0.5%	+$798	0.04%	108
2024 Q2	$140K	Hold	6,663	–	–	0.04%	110
2024 Q1	$136K	Buy	6,663 +39	+0.6%	+$794	0.04%	113
2023 Q4	$123K	Buy	6,624 +24	+0.4%	+$445	0.04%	115
2023 Q3	$110K	Buy	6,600 +45	+0.7%	+$748	0.04%	118
2023 Q2	$113K	Buy	6,555 +21	+0.3%	+$362	0.04%	117
2023 Q1	$104K	Buy	+6,534	New	+$104K	0.04%	119
2022 Q3	$90K	Buy	6,453 +21	+0.3%	+$293	0.04%	115
2022 Q2	$95K	Buy	6,432 +51	+0.8%	+$753	0.04%	114
2022 Q1	$114K	Buy	6,381 +27	+0.4%	+$482	0.04%	108
2021 Q4	$120K	Buy	6,354 +18	+0.3%	+$340	0.05%	108
2021 Q3	$110K	Buy	6,336 +18	+0.3%	+$312	0.05%	107
2021 Q2	$110K	Buy	6,318 +42	+0.7%	+$731	0.05%	106
2021 Q1	$101K	Buy	6,276 +12	+0.2%	+$193	0.05%	110
2020 Q4	$95K	Buy	6,264 +66	+1%	+$1K	0.04%	107
2020 Q3	$82K	Buy	6,198 +294	+5%	+$3.89K	0.03%	96
2020 Q2	$72K	Buy	5,904 +24	+0.4%	+$293	0.04%	97
2020 Q1	$59K	Sell	5,880 -324	-5%	-$3.25K	0.04%	95
2019 Q4	$80K	Buy	6,204 +426	+7%	+$5.49K	0.04%	98
2019 Q3	$68K	Buy	5,778 +120	+2%	+$1.41K	0.03%	101
2019 Q2	$67K	Buy	5,658 +408	+8%	+$4.83K	0.03%	102
2019 Q1	$60K	Buy	5,250 +528	+11%	+$6.03K	0.03%	105
2018 Q4	$47K	Buy	4,722 +756	+19%	+$7.53K	0.03%	111
2018 Q3	$47K	Buy	3,966 +258	+7%	+$3.06K	0.02%	116
2018 Q2	$41K	Buy	3,708 +492	+15%	+$5.44K	0.02%	115
2018 Q1	$34K	Buy	3,216 +432	+16%	+$4.57K	0.02%	122
2017 Q4	$30K	Buy	2,784 +1,062	+62%	+$11.4K	0.02%	130
2017 Q3	$17K	Buy	1,722 +486	+39%	+$4.8K	0.01%	160
2017 Q2	$12K	Buy	1,236 +726	+142%	+$7.05K	0.01%	179
2017 Q1	$5K	Buy	510 +90	+21%	+$882	﹤0.01%	230
2016 Q4	$4K	Buy	+420	New	+$4K	﹤0.01%	248