Financial Advocates Investment Management’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
Q3 | – | Sell |
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|
2025
Q2 | $324K | Sell |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $663K | Sell |
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|
2024
Q3 | $817K | Sell |
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|
2024
Q2 | $791K | Sell |
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|
2024
Q1 | $820K | Sell |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $930K | Sell |
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|
2023
Q2 | $984K | Sell |
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|
2023
Q1 | $988K | Buy |
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|
2022
Q4 | $900K | Sell |
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|
2022
Q3 | $2.03M | Buy |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $3.08M | Buy |
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|
2021
Q4 | $2.75M | Buy |
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|
2021
Q3 | $2.42M | Buy |
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|
2021
Q2 | $2.1M | Sell |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $1.88M | Buy |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.36M | Sell |
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|
2020
Q1 | $1.48M | Buy |
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|
2019
Q4 | $1.86M | Buy |
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|
2019
Q3 | $1.27M | Buy |
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|
2019
Q2 | $792K | Buy |
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|
2019
Q1 | $251K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $353K | Buy |
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|
2018
Q2 | $220K | Buy |
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|
2018
Q1 | $212K | Buy |
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|
2017
Q4 | $214K | Buy |
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