FinTrust Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$623K	Buy	28,092 +54	+0.2%	+$1.15K	0.11%	162
2024 Q2	$588K	Sell	28,038 -6	-0%	-$122	0.11%	158
2024 Q1	$571K	Buy	28,044 +24	+0.1%	+$464	0.11%	162
2023 Q4	$520K	Buy	28,020 +33	+0.1%	+$570	0.1%	165
2023 Q3	$465K	Sell	27,987 -9	-0%	-$156	0.1%	165
2023 Q2	$418K	Hold	27,996	–	–	0.1%	178
2023 Q1	$418K	Hold	27,996	–	–	0.1%	175
2022 Q4	$418K	Buy	27,996 +17,412	+165%	+$262K	0.1%	173
2022 Q3	$154K	Hold	10,584	–	–	0.04%	300
2022 Q2	$164K	Hold	10,584	–	–	0.04%	294
2022 Q1	$189K	Hold	10,584	–	–	0.04%	300
2021 Q4	$199K	Hold	10,584	–	–	0.05%	289
2021 Q3	$183K	Hold	10,584	–	–	0.05%	284
2021 Q2	$184K	Hold	10,584	–	–	0.05%	300
2021 Q1	$171K	Hold	10,584	–	–	0.05%	299
2020 Q4	$161K	Hold	10,584	–	–	0.05%	284
2020 Q3	$140	Sell	10,584 -510	-5%	-$6.71K	0.03%	302
2020 Q2	$136K	Hold	11,094	–	–	0.05%	277
2020 Q1	$112K	Hold	11,094	–	–	0.05%	278
2019 Q4	$142K	Hold	11,094	–	–	0.06%	274
2019 Q3	$131K	Sell	11,094 -1,344	-11%	-$15.9K	0.04%	298
2019 Q2	$146K	Hold	12,438	–	–	0.06%	243
2019 Q1	$141K	Sell	12,438 -384	-3%	-$4.19K	0.06%	234
2018 Q4	$128K	Buy	+12,822	New	+$139K	0.06%	237

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $9.44B AUM 18.1% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HCM

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

FinTrust Capital Advisors's SCHB Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.19% in Q3 2024, buying an estimated $1.15K and bringing the position to 28,092 shares worth $623K. The position accounts for 0.11% of the portfolio, ranked #162.

FinTrust Capital Advisors first reported a position in SCHB in Q4 2018 and has held it in 24 quarters since. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

FinTrust Capital Advisors held 28,092 shares of Schwab US Broad Market ETF worth $623K as of Q3 2024.
FinTrust Capital Advisors bought 54 Schwab US Broad Market ETF shares in Q3 2024, an estimated $1.15K.
Schwab US Broad Market ETF made up 0.11% of FinTrust Capital Advisors's portfolio in Q3 2024, its #162 holding.
FinTrust Capital Advisors first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 24 quarters since.
1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.