Financial Advocates Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Financial Advocates Investment Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$324K	Sell	13,599 -2,491	-15%	-$59.4K	0.03%	475
2025 Q1	$346K	Sell	16,090 -13,106	-45%	-$282K	0.02%	520
2024 Q4	$663K	Sell	29,196 -7,635	-21%	-$173K	0.04%	384
2024 Q3	$817K	Sell	36,831 -891	-2%	-$19.8K	0.05%	347
2024 Q2	$791K	Sell	37,722 -2,553	-6%	-$53.5K	0.05%	338
2024 Q1	$820K	Sell	40,275 -15,504	-28%	-$316K	0.05%	344
2023 Q4	$1.04M	Sell	55,779 -162	-0.3%	-$3.01K	0.07%	280
2023 Q3	$930K	Sell	55,941 -1,182	-2%	-$19.6K	0.07%	280
2023 Q2	$984K	Sell	57,123 -4,806	-8%	-$82.8K	0.07%	267
2023 Q1	$988K	Buy	61,929 +1,698	+3%	+$27.1K	0.07%	289
2022 Q4	$900K	Sell	60,231 -84,942	-59%	-$1.27M	0.07%	308
2022 Q3	$2.03M	Buy	145,173 +8,430	+6%	+$118K	0.17%	143
2022 Q2	$2.01M	Sell	136,743 -36,447	-21%	-$537K	0.16%	151
2022 Q1	$3.08M	Buy	173,190 +26,880	+18%	+$478K	0.2%	120
2021 Q4	$2.75M	Buy	146,310 +6,678	+5%	+$126K	0.17%	133
2021 Q3	$2.42M	Buy	139,632 +18,582	+15%	+$322K	0.16%	150
2021 Q2	$2.1M	Sell	121,050 -8,346	-6%	-$145K	0.14%	166
2021 Q1	$2.09M	Buy	129,396 +5,652	+5%	+$91.1K	0.15%	163
2020 Q4	$1.88M	Buy	123,744 +13,020	+12%	+$197K	0.13%	184
2020 Q3	$1.47M	Sell	110,724 -582	-0.5%	-$7.73K	0.13%	172
2020 Q2	$1.36M	Sell	111,306 -35,592	-24%	-$436K	0.13%	183
2020 Q1	$1.48M	Buy	146,898 +1,974	+1%	+$19.9K	0.21%	127
2019 Q4	$1.86M	Buy	144,924 +37,566	+35%	+$481K	0.2%	127
2019 Q3	$1.27M	Buy	107,358 +40,020	+59%	+$474K	0.15%	160
2019 Q2	$792K	Buy	67,338 +45,252	+205%	+$532K	0.09%	212
2019 Q1	$251K	Buy	+22,086	New	+$251K	0.03%	393
2018 Q4	–	Sell	-30,108	Closed	-$353K	–	497
2018 Q3	$353K	Buy	30,108 +10,152	+51%	+$119K	0.04%	347
2018 Q2	$220K	Buy	19,956 +36	+0.2%	+$397	0.03%	443
2018 Q1	$212K	Buy	19,920 +36	+0.2%	+$383	0.03%	444
2017 Q4	$214K	Buy	+19,884	New	+$214K	0.03%	441