Pathstone Family Office’s Schwab US Broad Market ETF SCHB Stock Holding History

Pathstone Family Office’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.62M	Buy
2023 Q2	$265K	Buy
2021 Q1	–	Sell
2020 Q4	$515K	Hold
2020 Q3	$451K	Buy
2019 Q3	–	Sell
2019 Q2	$4K	Buy