PS
Planned Solutions’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 | $2.81M | Sell |
117,996
-862
| -0.7% | -$20.5K | 1.07% | 20 |
|
|
2025
Q1 | $2.56M | Buy |
118,858
+6,961
| +6% | +$150K | 1.04% | 18 |
|
|
2024
Q4 | $2.54M | Buy |
111,897
+75,589
| +208% | +$1.72M | 1.02% | 18 |
|
|
2024
Q3 | $2.42M | Buy |
36,308
+3,898
| +12% | +$259K | 0.97% | 17 |
|
|
2024
Q2 | $2.04M | Buy |
32,410
+1,071
| +3% | +$67.3K | 0.99% | 17 |
|
|
2024
Q1 | $1.91M | Buy |
31,339
+987
| +3% | +$60.3K | 0.94% | 18 |
|
|
2023
Q4 | $1.69M | Buy |
30,352
+3,247
| +12% | +$181K | 0.79% | 18 |
|
|
2023
Q3 | $1.35M | Buy |
27,105
+769
| +3% | +$38.3K | 0.81% | 17 |
|
|
2023
Q2 | $1.36M | Buy |
26,336
+326
| +1% | +$16.9K | 0.8% | 18 |
|
|
2023
Q1 | $1.24M | Buy |
26,010
+935
| +4% | +$44.7K | 0.79% | 18 |
|
|
2022
Q4 | $1.12M | Buy |
25,075
+2,030
| +9% | +$91K | 0.82% | 22 |
|
|
2022
Q3 | $968K | Buy |
23,045
+270
| +1% | +$11.3K | 0.81% | 21 |
|
|
2022
Q2 | $1.01M | Buy |
22,775
+506
| +2% | +$22.4K | 0.94% | 18 |
|
|
2022
Q1 | $1.19M | Buy |
22,269
+12,025
| +117% | +$642K | 0.83% | 18 |
|
|
2021
Q4 | $1.16M | Buy |
+10,244
| New | +$1.16M | 0.77% | 18 |
|
|
2021
Q2 | $925K | Buy |
8,874
+773
| +10% | +$80.6K | 0.64% | 19 |
|
|
2021
Q1 | $783K | Sell |
8,101
-770
| -9% | -$74.4K | 0.61% | 20 |
|
|
2020
Q4 | $807K | Buy |
8,871
+64
| +0.7% | +$5.82K | 0.65% | 16 |
|
|
2020
Q3 | $701K | Buy |
+8,807
| New | +$701K | 0.68% | 16 |
|