PCM
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Pennsylvania Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Pennsylvania Capital Management’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 		$212K Buy
8,462
+716
+9% +$18.8K 0.06% 112
2025
Q4 		$203K Sell
7,746
-1,160
-13% -$30.2K 0.06% 111
2025
Q3 		$229K Buy
8,906
+153
+2% +$3.79K 0.07% 101
2025
Q2 		$209K Buy
+8,753
New +$193K 0.07% 105
2024
Q1 		– Sell
-13,836
Closed -$257K – 90
2023
Q4 		$257K Buy
+13,836
New +$239K 0.1% 83
2020
Q2 		– Sell
-23,154
Closed -$224K – 132
2020
Q1 		$224K Hold
23,154
– – 0.29% 42
2019
Q4 		$297K Buy
+23,154
New +$284K 0.28% 43

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SG
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EK
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HCM
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