Pasadena Private Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Pasadena Private Wealth’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
2025 Q2	$1.3M	Sell
2025 Q1	$1.33M	Buy
2023 Q1	–	Sell
2022 Q4	$21.3M	Buy