Pennsylvania Capital Management’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
$229K Buy
2025
Q2
$209K Buy
2024
Q1
Sell
2023
Q4
$257K Buy
2020
Q2
Sell
2020
Q1
$224K Hold
2019
Q4
$297K Buy