Advisornet Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Advisornet Financial’s Portfolio SCHB Stock Details SCHB Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$785K	Buy	32,944 +29	+0.1%	+$691	0.05%	278
2025 Q1	$709K	Buy	32,915 +476	+1%	+$10.2K	0.05%	277
2024 Q4	$736K	Buy	32,439 +21,647	+201%	+$491K	0.06%	240
2024 Q3	$718K	Buy	10,792 +8	+0.1%	+$532	0.05%	267
2024 Q2	$678K	Hold	10,784	–	–	0.06%	254
2024 Q1	$658K	Sell	10,784 -20,628	-66%	-$1.26M	0.06%	259
2023 Q4	$1.75M	Sell	31,412 -898	-3%	-$50K	0.16%	147
2023 Q3	$1.61M	Buy	32,310 +97	+0.3%	+$4.84K	0.15%	147
2023 Q2	$1.67M	Sell	32,213 -332	-1%	-$17.2K	0.14%	153
2023 Q1	$1.56M	Sell	32,545 -1,247	-4%	-$59.7K	0.14%	150
2022 Q4	$1.51M	Sell	33,792 -1,857	-5%	-$83.2K	0.15%	154
2022 Q3	$1.5M	Buy	35,649 +242	+0.7%	+$10.2K	0.15%	162
2022 Q2	$1.57M	Sell	35,407 -52,266	-60%	-$2.31M	0.15%	156
2022 Q1	$4.68M	Sell	87,673 -13,682	-13%	-$731K	0.29%	74
2021 Q4	$11.5M	Sell	101,355 -17,045	-14%	-$1.93M	0.71%	26
2021 Q3	$12.3M	Sell	118,400 -12,234	-9%	-$1.27M	0.86%	18
2021 Q2	$13.6M	Sell	130,634 -5,126	-4%	-$534K	0.9%	13
2021 Q1	$13.1M	Sell	135,760 -3,058	-2%	-$296K	0.93%	13
2020 Q4	$12.6M	Sell	138,818 -5,068	-4%	-$461K	1.02%	11
2020 Q3	$11.5M	Buy	143,886 +536	+0.4%	+$42.7K	0.98%	13
2020 Q2	$10.5M	Buy	143,350 +14,263	+11%	+$1.05M	0.85%	21
2020 Q1	$7.8M	Buy	129,087 +37,578	+41%	+$2.27M	0.72%	25
2019 Q4	$7.04M	Buy	91,509 +9,491	+12%	+$730K	0.6%	33
2019 Q3	$5.83M	Buy	82,018 +4,623	+6%	+$328K	0.54%	34
2019 Q2	$5.46M	Buy	77,395 +2,121	+3%	+$150K	0.6%	29
2019 Q1	$5.12M	Sell	75,274 -3,425	-4%	-$233K	0.63%	29
2018 Q4	$4.72M	Sell	78,699 -1,033	-1%	-$61.9K	0.65%	26
2018 Q3	$5.61M	Sell	79,732 -2,983	-4%	-$210K	0.71%	22
2018 Q2	$5.46M	Buy	82,715 +18,587	+29%	+$1.23M	0.74%	23
2018 Q1	$4.09M	Buy	64,128 +29,198	+84%	+$1.86M	0.57%	29
2017 Q4	$2.25M	Buy	+34,930	New	+$2.25M	0.34%	66