Pacific Sun Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $348K | Sell |
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|
2025
Q2 | $420K | Hold |
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|
2025
Q1 | $380K | Hold |
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|
2024
Q4 | $400K | Sell |
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|
2024
Q3 | $399K | Hold |
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|
2024
Q2 | $377K | Hold |
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $343K | Hold |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $295K | Buy |
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $259K | Hold |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $329K | Hold |
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|
2021
Q4 | $348K | Hold |
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|
2021
Q3 | $320K | Buy |
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|
2020
Q3 | $262K | Hold |
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|
2020
Q2 | $242K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Hold |
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|
2019
Q3 | $224K | Hold |
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|
2019
Q2 | $223K | Buy |
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|
2018
Q2 | $209K | Buy |
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