PDS Planning’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.43M | Buy |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $333K | Hold |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q4 | $294K | Buy |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $265K | Buy |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $241K | Buy |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $432K | Buy |
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