Planning Center Inc’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 | $295K | Sell |
|
|||||
|
2025
Q1 | $273K | Sell |
|
|||||
|
2024
Q4 | $339K | Sell |
|
|||||
|
2024
Q3 | $490K | Buy |
|
|||||
|
2024
Q2 | $463K | Hold |
|
|||||
|
2024
Q1 | $449K | Buy |
|
|||||
|
2023
Q4 | $409K | Buy |
|
|||||
|
2023
Q3 | $367K | Buy |
|
|||||
|
2023
Q2 | $380K | Buy |
|
|||||
|
2023
Q1 | $354K | Buy |
|
|||||
|
2022
Q4 | $329K | Buy |
|
|||||
|
2022
Q3 | $309K | Sell |
|
|||||
|
2022
Q2 | $333K | Buy |
|
|||||
|
2022
Q1 | $396K | Sell |
|
|||||
|
2021
Q4 | $404K | Buy |
|