PAS
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Park Avenue Securities’s Schwab US Broad Market ETF SCHB Stock Holding History

Park Avenue Securities’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-45,283
Closed -$1.19M – 1673
2025
Q4 		$1.19M Buy
45,283
+3,367
+8% +$87.7K 0.01% 731
2025
Q3 		$1.08M Buy
41,916
+203
+0.5% +$5.03K 0.01% 846
2025
Q2 		$994K Buy
41,713
+4,040
+11% +$89K 0.01% 782
2025
Q1 		$811K Buy
37,673
+1,249
+3% +$28.4K 0.01% 690
2024
Q4 		$827K Buy
36,424
+4
+0% +$91 0.01% 855
2024
Q3 		$808K Sell
36,420
-3
-0% -$64 0.01% 770
2024
Q2 		$763K Sell
36,423
-1,122
-3% -$22.7K 0.01% 784
2024
Q1 		$764K Buy
37,545
+1,497
+4% +$29K 0.01% 788
2023
Q4 		$669K Buy
36,048
+513
+1% +$8.86K 0.01% 788
2023
Q3 		$590K Buy
+35,535
New +$615K 0.01% 771

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R
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SCM
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UBS AM
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SG
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EK
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HCM
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