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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,599	Closed	-$324K	–	485
2025 Q2	$324K	Sell	13,599 -2,491	-15%	-$54.9K	0.03%	478
2025 Q1	$346K	Sell	16,090 -13,106	-45%	-$298K	0.02%	523
2024 Q4	$663K	Sell	29,196 -7,635	-21%	-$174K	0.04%	384
2024 Q3	$817K	Sell	36,831 -891	-2%	-$19K	0.05%	347
2024 Q2	$791K	Sell	37,722 -2,553	-6%	-$51.7K	0.05%	339
2024 Q1	$820K	Sell	40,275 -15,504	-28%	-$300K	0.05%	345
2023 Q4	$1.04M	Sell	55,779 -162	-0.3%	-$2.8K	0.07%	280
2023 Q3	$930K	Sell	55,941 -1,182	-2%	-$20.5K	0.07%	282
2023 Q2	$984K	Sell	57,123 -4,806	-8%	-$78.3K	0.07%	268
2023 Q1	$988K	Buy	61,929 +1,698	+3%	+$26.5K	0.07%	295
2022 Q4	$900K	Sell	60,231 -84,942	-59%	-$1.28M	0.07%	313
2022 Q3	$2.03M	Buy	145,173 +8,430	+6%	+$131K	0.17%	146
2022 Q2	$2.01M	Sell	136,743 -36,447	-21%	-$585K	0.16%	151
2022 Q1	$3.08M	Buy	173,190 +26,880	+18%	+$472K	0.2%	120
2021 Q4	$2.75M	Buy	146,310 +6,678	+5%	+$123K	0.17%	138
2021 Q3	$2.42M	Buy	139,632 +18,582	+15%	+$330K	0.16%	151
2021 Q2	$2.1M	Sell	121,050 -8,346	-6%	-$141K	0.14%	172
2021 Q1	$2.09M	Buy	129,396 +5,652	+5%	+$89.1K	0.15%	168
2020 Q4	$1.88M	Buy	123,744 +13,020	+12%	+$185K	0.13%	185
2020 Q3	$1.47M	Sell	110,724 -582	-0.5%	-$7.65K	0.13%	179
2020 Q2	$1.36M	Sell	111,306 -35,592	-24%	-$410K	0.13%	193
2020 Q1	$1.48M	Buy	146,898 +1,974	+1%	+$23.9K	0.21%	128
2019 Q4	$1.86M	Buy	144,924 +37,566	+35%	+$461K	0.2%	128
2019 Q3	$1.27M	Buy	107,358 +40,020	+59%	+$473K	0.15%	161
2019 Q2	$792K	Buy	67,338 +45,252	+205%	+$523K	0.09%	213
2019 Q1	$251K	Buy	+22,086	New	+$241K	0.03%	394
2018 Q4	–	Sell	-30,108	Closed	-$353K	–	497
2018 Q3	$353K	Buy	30,108 +10,152	+51%	+$117K	0.04%	347
2018 Q2	$220K	Buy	19,956 +36	+0.2%	+$394	0.03%	443
2018 Q1	$212K	Buy	19,920 +36	+0.2%	+$396	0.03%	444
2017 Q4	$214K	Buy	+19,884	New	+$208K	0.03%	442

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Financial Advocates Investment Management's SCHB Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 13,599 shares — an estimated $324K sold.

Financial Advocates Investment Management first reported a position in SCHB in Q4 2017 and held it in 30 quarters. The position peaked at $3.08M in Q1 2022. 1,213 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

Financial Advocates Investment Management reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 13,599 Schwab US Broad Market ETF shares in Q3 2025, an estimated $324K.
Financial Advocates Investment Management first reported a position in Schwab US Broad Market ETF in Q4 2017 and held it in 30 quarters.
Financial Advocates Investment Management's Schwab US Broad Market ETF position peaked at $3.08M in Q1 2022.
1,213 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.