Private Capital Management (Colorado)’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
Q4
$2.8M Buy
2024
Q3
$2.68M Sell
2024
Q2
$2.55M Sell
2024
Q1
$2.63M Sell
2023
Q4
$2.52M Buy
2023
Q3
$2.25M Sell
2023
Q2
$2.44M Sell
2023
Q1
$2.29M Sell
2022
Q4
$2.29M Sell
2022
Q3
$2.43M Sell
2022
Q2
$4.44M Hold
2022
Q1
$4.44M Buy
2021
Q4
$3.43M Sell
2021
Q3
$3.23M Sell
2021
Q2
$3.29M Buy
2021
Q1
$3.02M Buy
2020
Q4
$2.74M Buy
2020
Q3
$2.37M Sell
2020
Q2
$2.2M Sell
2020
Q1
$1.86M Sell
2019
Q4
$2.4M Hold
2019
Q3
$2.4M Sell
2019
Q2
$2.49M Buy
2019
Q1
$2.38M Sell
2018
Q4
$2.1M Buy