PIM
Pullen Investment Management’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 | $4.8M | Sell |
201,520
-28,429
| -12% | -$677K | 2.89% | 3 |
|
|
2025
Q1 | $4.95M | Sell |
229,949
-1,072
| -0.5% | -$23.1K | 3.13% | 3 |
|
|
2024
Q4 | $5.24M | Buy |
231,021
+154,014
| +200% | +$3.5M | 3.41% | 3 |
|
|
2024
Q3 | $5.12M | Sell |
77,007
-148
| -0.2% | -$9.85K | 3.74% | 3 |
|
|
2024
Q2 | $4.85M | Sell |
77,155
-1,352
| -2% | -$85K | 4.02% | 3 |
|
|
2024
Q1 | $4.79M | Buy |
+78,507
| New | +$4.79M | 4.05% | 3 |
|