Pacific Center for Financial Services’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
Q1 | $177K | Buy |
7,059
+128
| +2% | +$3.36K | 0.04% | 102 |
|
|
2025
Q4 | $178K | Hold |
6,931
| – | – | 0.05% | 104 |
|
|
2025
Q3 | $178K | Buy |
6,931
+48
| +0.7% | +$1.19K | 0.05% | 104 |
|
|
2025
Q2 | $164K | Buy |
6,883
+91
| +1% | +$2K | 0.04% | 107 |
|
|
2025
Q1 | $146K | Buy |
6,792
+99
| +1% | +$2.25K | 0.04% | 110 |
|
|
2024
Q4 | $152K | Sell |
6,693
-6
| -0.1% | -$137 | 0.04% | 107 |
|
|
2024
Q3 | $149K | Buy |
6,699
+36
| +0.5% | +$769 | 0.04% | 108 |
|
|
2024
Q2 | $140K | Hold |
6,663
| – | – | 0.04% | 110 |
|
|
2024
Q1 | $136K | Buy |
6,663
+39
| +0.6% | +$755 | 0.04% | 113 |
|
|
2023
Q4 | $123K | Buy |
6,624
+24
| +0.4% | +$415 | 0.04% | 115 |
|
|
2023
Q3 | $110K | Buy |
6,600
+45
| +0.7% | +$779 | 0.04% | 118 |
|
|
2023
Q2 | $113K | Buy |
6,555
+21
| +0.3% | +$342 | 0.04% | 117 |
|
|
2023
Q1 | $104K | Buy |
+6,534
| New | +$102K | 0.04% | 119 |
|
|
2022
Q3 | $90K | Buy |
6,453
+21
| +0.3% | +$327 | 0.04% | 115 |
|
|
2022
Q2 | $95K | Buy |
6,432
+51
| +0.8% | +$819 | 0.04% | 114 |
|
|
2022
Q1 | $114K | Buy |
6,381
+27
| +0.4% | +$474 | 0.04% | 108 |
|
|
2021
Q4 | $120K | Buy |
6,354
+18
| +0.3% | +$331 | 0.05% | 108 |
|
|
2021
Q3 | $110K | Buy |
6,336
+18
| +0.3% | +$320 | 0.05% | 107 |
|
|
2021
Q2 | $110K | Buy |
6,318
+42
| +0.7% | +$711 | 0.05% | 106 |
|
|
2021
Q1 | $101K | Buy |
6,276
+12
| +0.2% | +$189 | 0.05% | 110 |
|
|
2020
Q4 | $95K | Buy |
6,264
+66
| +1% | +$940 | 0.04% | 107 |
|
|
2020
Q3 | $82K | Buy |
6,198
+294
| +5% | +$3.87K | 0.03% | 96 |
|
|
2020
Q2 | $72K | Buy |
5,904
+24
| +0.4% | +$277 | 0.04% | 97 |
|
|
2020
Q1 | $59K | Sell |
5,880
-324
| -5% | -$3.92K | 0.04% | 95 |
|
|
2019
Q4 | $80K | Buy |
6,204
+426
| +7% | +$5.23K | 0.04% | 98 |
|
|
2019
Q3 | $68K | Buy |
5,778
+120
| +2% | +$1.42K | 0.03% | 101 |
|
|
2019
Q2 | $67K | Buy |
5,658
+408
| +8% | +$4.71K | 0.03% | 102 |
|
|
2019
Q1 | $60K | Buy |
5,250
+528
| +11% | +$5.76K | 0.03% | 105 |
|
|
2018
Q4 | $47K | Buy |
4,722
+756
| +19% | +$8.17K | 0.03% | 111 |
|
|
2018
Q3 | $47K | Buy |
3,966
+258
| +7% | +$2.97K | 0.02% | 116 |
|
|
2018
Q2 | $41K | Buy |
3,708
+492
| +15% | +$5.38K | 0.02% | 115 |
|
|
2018
Q1 | $34K | Buy |
3,216
+432
| +16% | +$4.75K | 0.02% | 122 |
|
|
2017
Q4 | $30K | Buy |
2,784
+1,062
| +62% | +$11.1K | 0.02% | 130 |
|
|
2017
Q3 | $17K | Buy |
1,722
+486
| +39% | +$4.82K | 0.01% | 160 |
|
|
2017
Q2 | $12K | Buy |
1,236
+726
| +142% | +$7.01K | 0.01% | 179 |
|
|
2017
Q1 | $5K | Buy |
510
+90
| +21% | +$844 | ﹤0.01% | 230 |
|
|
2016
Q4 | $4K | Buy |
+420
| New | +$3.7K | ﹤0.01% | 248 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM