Pennsylvania Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+8,753
| New | +$209K | 0.07% | 105 |
|
|
2024
Q1 | – | Sell |
-13,836
| Closed | -$257K | – | 90 |
|
|
2023
Q4 | $257K | Buy |
+13,836
| New | +$257K | 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 | +$297K | 0.28% | 43 |
|