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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $4.34M | Buy |
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|
2024
Q4 | $4.54M | Buy |
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|
2024
Q3 | $4.14M | Sell |
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|
2024
Q2 | $4.16M | Sell |
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|
2024
Q1 | $4.21M | Buy |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $814K | Sell |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $661K | Buy |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $637K | Sell |
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|
2022
Q1 | $842K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $903K | Buy |
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|
2021
Q2 | $583K | Sell |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $610K | Buy |
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|
2020
Q3 | $512K | Sell |
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|
2020
Q2 | $524K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $341K | Buy |
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|
2019
Q3 | $279K | Sell |
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|
2019
Q2 | $307K | Sell |
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|
2019
Q1 | $317K | Buy |
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|
2018
Q4 | $260K | Sell |
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|
2018
Q3 | $354K | Sell |
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|
2018
Q2 | $1.55M | Buy |
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|
2018
Q1 | $665K | Buy |
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|
2017
Q4 | $541K | Sell |
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|
2017
Q3 | $511K | Sell |
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|
2017
Q2 | $498K | Buy |
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|
2017
Q1 | $474K | Buy |
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|
2016
Q4 | $442K | Buy |
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