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

Pasadena Private Wealth’s Portfolio SCHB Stock Details SCHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.3M Sell
54,586
-7,291
-12% -$174K 0.22% 52
2025
Q1 		$1.33M Buy
+61,877
New +$1.33M 0.26% 49
2023
Q1 		– Sell
-475,591
Closed -$21.3M – 115
2022
Q4 		$21.3M Buy
+475,591
New +$21.3M 6.58% 4