Planning Capital Management Corporation’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
2024
Q3
$3.34M Sell
2024
Q2
$3.18M Sell
2024
Q1
$3.31M Sell
2023
Q4
$3.2M Buy