PA
Pineridge Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Sell |
140,291
-195
| -0.1% | -$4.65K | 1.21% | 9 |
|
|
2025
Q1 | $3.02M | Sell |
140,486
-7,858
| -5% | -$169K | 1.18% | 9 |
|
|
2024
Q4 | $3.37M | Buy |
148,344
+100,110
| +208% | +$2.27M | 1.27% | 12 |
|
|
2024
Q3 | $3.21M | Buy |
48,234
+600
| +1% | +$39.9K | 1.21% | 20 |
|
|
2024
Q2 | $2.99M | Buy |
47,634
+2,580
| +6% | +$162K | 1.02% | 17 |
|
|
2024
Q1 | $2.75M | Sell |
45,054
-5,674
| -11% | -$346K | 0.97% | 15 |
|
|
2023
Q4 | $2.82M | Buy |
+50,728
| New | +$2.82M | 0.94% | 15 |
|