Pacifica Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.7K | Buy |
3,996
+996
| +33% | +$23.6K | 0.04% | 152 |
|
|
2025
Q1 | $62.1K | Hold |
3,000
| – | – | 0.03% | 180 |
|
|
2024
Q4 | $68K | Hold |
3,000
| – | – | 0.03% | 178 |
|
|
2024
Q3 | $66.5K | Hold |
3,000
| – | – | 0.03% | 187 |
|
|
2024
Q2 | $63.6K | Hold |
3,000
| – | – | 0.03% | 194 |
|
|
2024
Q1 | $60.5K | Sell |
3,000
-4,080
| -58% | -$82.3K | 0.03% | 196 |
|
|
2023
Q4 | $126K | Buy |
+7,080
| New | +$126K | 0.06% | 128 |
|
|
2022
Q2 | – | Sell |
-1,200
| Closed | -$41K | – | 509 |
|
|
2022
Q1 | $41K | Buy |
+1,200
| New | +$41K | 0.03% | 186 |
|