PFA
Pinnacle Family 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 | $1.23M | Sell |
51,775
-149,894
| -74% | -$3.57M | 0.6% | 36 |
|
|
2025
Q1 | $4.34M | Buy |
201,669
+1,775
| +0.9% | +$38.2K | 2.36% | 10 |
|
|
2024
Q4 | $4.54M | Buy |
199,894
+137,711
| +221% | +$3.13M | 2.2% | 11 |
|
|
2024
Q3 | $4.14M | Sell |
62,183
-3,972
| -6% | -$264K | 2.14% | 11 |
|
|
2024
Q2 | $4.16M | Sell |
66,155
-2,862
| -4% | -$180K | 2.3% | 10 |
|
|
2024
Q1 | $4.21M | Buy |
69,017
+48,026
| +229% | +$2.93M | 2.25% | 15 |
|
|
2023
Q4 | $1.17M | Buy |
20,991
+4,652
| +28% | +$259K | 0.69% | 28 |
|
|
2023
Q3 | $814K | Sell |
16,339
-7,368
| -31% | -$367K | 0.47% | 32 |
|
|
2023
Q2 | $1.23M | Buy |
23,707
+9,895
| +72% | +$512K | 0.66% | 26 |
|
|
2023
Q1 | $661K | Buy |
13,812
+4,933
| +56% | +$236K | 0.4% | 50 |
|
|
2022
Q4 | $398K | Buy |
8,879
+1,343
| +18% | +$60.2K | 0.28% | 61 |
|
|
2022
Q3 | $316K | Sell |
7,536
-6,885
| -48% | -$289K | 0.27% | 62 |
|
|
2022
Q2 | $637K | Sell |
14,421
-1,342
| -9% | -$59.3K | 0.52% | 42 |
|
|
2022
Q1 | $842K | Buy |
15,763
+6,625
| +72% | +$354K | 0.45% | 35 |
|
|
2021
Q4 | $1.03M | Buy |
9,138
+445
| +5% | +$50.3K | 0.47% | 39 |
|
|
2021
Q3 | $903K | Buy |
8,693
+3,100
| +55% | +$322K | 0.4% | 42 |
|
|
2021
Q2 | $583K | Sell |
5,593
-57
| -1% | -$5.94K | 0.25% | 63 |
|
|
2021
Q1 | $546K | Sell |
5,650
-1,053
| -16% | -$102K | 0.29% | 59 |
|
|
2020
Q4 | $610K | Buy |
6,703
+276
| +4% | +$25.1K | 0.37% | 54 |
|
|
2020
Q3 | $512K | Sell |
6,427
-706
| -10% | -$56.2K | 0.35% | 44 |
|
|
2020
Q2 | $524K | Buy |
+7,133
| New | +$524K | 0.46% | 39 |
|
|
2020
Q1 | – | Sell |
-4,433
| Closed | -$341K | – | 88 |
|
|
2019
Q4 | $341K | Buy |
4,433
+508
| +13% | +$39.1K | 0.31% | 58 |
|
|
2019
Q3 | $279K | Sell |
3,925
-430
| -10% | -$30.6K | 0.25% | 61 |
|
|
2019
Q2 | $307K | Sell |
4,355
-301
| -6% | -$21.2K | 0.25% | 61 |
|
|
2019
Q1 | $317K | Buy |
4,656
+325
| +8% | +$22.1K | 0.28% | 55 |
|
|
2018
Q4 | $260K | Sell |
4,331
-697
| -14% | -$41.8K | 0.17% | 55 |
|
|
2018
Q3 | $354K | Sell |
5,028
-18,409
| -79% | -$1.3M | 0.19% | 54 |
|
|
2018
Q2 | $1.55M | Buy |
23,437
+13,013
| +125% | +$859K | 0.82% | 25 |
|
|
2018
Q1 | $665K | Buy |
10,424
+2,044
| +24% | +$130K | 0.38% | 44 |
|
|
2017
Q4 | $541K | Sell |
8,380
-11
| -0.1% | -$710 | 0.25% | 54 |
|
|
2017
Q3 | $511K | Sell |
8,391
-120
| -1% | -$7.31K | 0.24% | 55 |
|
|
2017
Q2 | $498K | Buy |
8,511
+206
| +2% | +$12.1K | 0.28% | 45 |
|
|
2017
Q1 | $474K | Buy |
8,305
+144
| +2% | +$8.22K | 0.29% | 44 |
|
|
2016
Q4 | $442K | Buy |
+8,161
| New | +$442K | 0.27% | 50 |
|