Pinnacle Family Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $964K | Sell |
38,410
-6,745
| -15% | -$177K | 0.45% | 45 |
|
|
2025
Q4 | $1.18M | Sell |
45,155
-5,374
| -11% | -$140K | 0.52% | 40 |
|
|
2025
Q3 | $1.3M | Sell |
50,529
-1,246
| -2% | -$30.8K | 0.57% | 34 |
|
|
2025
Q2 | $1.23M | Sell |
51,775
-149,894
| -74% | -$3.3M | 0.6% | 36 |
|
|
2025
Q1 | $4.34M | Buy |
201,669
+1,775
| +0.9% | +$40.4K | 2.36% | 10 |
|
|
2024
Q4 | $4.54M | Buy |
199,894
+13,345
| +7% | +$305K | 2.2% | 11 |
|
|
2024
Q3 | $4.14M | Sell |
186,549
-11,916
| -6% | -$254K | 2.14% | 11 |
|
|
2024
Q2 | $4.16M | Sell |
198,465
-8,586
| -4% | -$174K | 2.3% | 10 |
|
|
2024
Q1 | $4.21M | Buy |
207,051
+144,078
| +229% | +$2.79M | 2.25% | 15 |
|
|
2023
Q4 | $1.17M | Buy |
62,973
+13,956
| +28% | +$241K | 0.69% | 28 |
|
|
2023
Q3 | $814K | Sell |
49,017
-22,104
| -31% | -$383K | 0.47% | 32 |
|
|
2023
Q2 | $1.23M | Buy |
71,121
+29,685
| +72% | +$484K | 0.66% | 26 |
|
|
2023
Q1 | $661K | Buy |
41,436
+14,799
| +56% | +$231K | 0.4% | 50 |
|
|
2022
Q4 | $398K | Buy |
26,637
+4,029
| +18% | +$60.6K | 0.28% | 61 |
|
|
2022
Q3 | $316K | Sell |
22,608
-20,655
| -48% | -$321K | 0.27% | 62 |
|
|
2022
Q2 | $637K | Sell |
43,263
-4,026
| -9% | -$64.6K | 0.52% | 42 |
|
|
2022
Q1 | $842K | Sell |
47,289
-7,539
| -14% | -$132K | 0.45% | 35 |
|
|
2021
Q4 | $1.03M | Buy |
54,828
+2,670
| +5% | +$49.1K | 0.47% | 39 |
|
|
2021
Q3 | $903K | Buy |
52,158
+18,600
| +55% | +$331K | 0.4% | 42 |
|
|
2021
Q2 | $583K | Sell |
33,558
-342
| -1% | -$5.79K | 0.25% | 63 |
|
|
2021
Q1 | $546K | Sell |
33,900
-6,318
| -16% | -$99.6K | 0.29% | 59 |
|
|
2020
Q4 | $610K | Buy |
40,218
+1,656
| +4% | +$23.6K | 0.37% | 54 |
|
|
2020
Q3 | $512K | Sell |
38,562
-4,236
| -10% | -$55.7K | 0.35% | 44 |
|
|
2020
Q2 | $524K | Buy |
+42,798
| New | +$493K | 0.46% | 39 |
|
|
2020
Q1 | – | Sell |
-26,598
| Closed | -$341K | – | 88 |
|
|
2019
Q4 | $341K | Buy |
26,598
+3,048
| +13% | +$37.4K | 0.31% | 58 |
|
|
2019
Q3 | $279K | Sell |
23,550
-2,580
| -10% | -$30.5K | 0.25% | 61 |
|
|
2019
Q2 | $307K | Sell |
26,130
-1,806
| -6% | -$20.9K | 0.25% | 61 |
|
|
2019
Q1 | $317K | Buy |
27,936
+1,950
| +8% | +$21.3K | 0.28% | 55 |
|
|
2018
Q4 | $260K | Sell |
25,986
-4,182
| -14% | -$45.2K | 0.17% | 55 |
|
|
2018
Q3 | $354K | Sell |
30,168
-110,454
| -79% | -$1.27M | 0.19% | 54 |
|
|
2018
Q2 | $1.55M | Buy |
140,622
+78,078
| +125% | +$854K | 0.82% | 25 |
|
|
2018
Q1 | $665K | Buy |
62,544
+12,264
| +24% | +$135K | 0.38% | 44 |
|
|
2017
Q4 | $541K | Sell |
50,280
-66
| -0.1% | -$692 | 0.25% | 54 |
|
|
2017
Q3 | $511K | Sell |
50,346
-720
| -1% | -$7.15K | 0.24% | 55 |
|
|
2017
Q2 | $498K | Buy |
51,066
+1,236
| +2% | +$11.9K | 0.28% | 45 |
|
|
2017
Q1 | $474K | Buy |
49,830
+864
| +2% | +$8.11K | 0.29% | 44 |
|
|
2016
Q4 | $442K | Buy |
+48,966
| New | +$431K | 0.27% | 50 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM