Pathstone Holdings
SCHB icon

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

Pathstone Holdings’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 		$3.88M Buy
154,670
+14,489
+10% +$380K 0.02% 681
2025
Q4 		$3.68M Buy
140,181
+862
+0.6% +$22.4K 0.01% 697
2025
Q3 		$3.58M Buy
139,319
+2,428
+2% +$60.1K 0.01% 700
2025
Q2 		$3.26M Sell
136,891
-149,077
-52% -$3.28M 0.01% 728
2025
Q1 		$6.07M Buy
285,968
+137,074
+92% +$3.12M 0.03% 489
2024
Q4 		$3.39M Buy
148,894
+2,905
+2% +$66.4K 0.02% 708
2024
Q3 		$3.24M Buy
145,989
+6,939
+5% +$148K 0.01% 727
2024
Q2 		$2.91M Buy
139,050
+15,954
+13% +$323K 0.01% 749
2024
Q1 		$2.5M Buy
123,096
+285
+0.2% +$5.51K 0.01% 808
2023
Q4 		$2.28M Buy
+122,811
New +$2.12M 0.01% 691

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