FFN
Focus Financial Network’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Sell |
688,588
-245,935
| -26% | -$5.86M | 0.65% | 30 |
|
|
2025
Q1 | $20.1M | Buy |
934,523
+33,700
| +4% | +$726K | 0.82% | 24 |
|
|
2024
Q4 | $20.4M | Buy |
900,823
+572,822
| +175% | +$13M | 0.81% | 23 |
|
|
2024
Q3 | $21.8M | Sell |
328,001
-4,748
| -1% | -$316K | 0.89% | 22 |
|
|
2024
Q2 | $21.5M | Sell |
332,749
-61,717
| -16% | -$3.99M | 0.92% | 22 |
|
|
2024
Q1 | $22.9M | Sell |
394,466
-15,589
| -4% | -$905K | 1.12% | 18 |
|
|
2023
Q4 | $22.8M | Sell |
410,055
-179,686
| -30% | -$10M | 0.86% | 19 |
|
|
2023
Q3 | $29.4M | Sell |
589,741
-14,345
| -2% | -$715K | 1.66% | 10 |
|
|
2023
Q2 | $31.2M | Buy |
604,086
+19,763
| +3% | +$1.02M | 1.73% | 9 |
|
|
2023
Q1 | $28M | Sell |
584,323
-129,588
| -18% | -$6.2M | 1.74% | 9 |
|
|
2022
Q4 | $32M | Buy |
713,911
+18,670
| +3% | +$837K | 2.6% | 5 |
|
|
2022
Q3 | $29.2M | Sell |
695,241
-215,851
| -24% | -$9.06M | 2.52% | 6 |
|
|
2022
Q2 | $40.3M | Sell |
911,092
-53,669
| -6% | -$2.37M | 3.33% | 4 |
|
|
2022
Q1 | $51.5M | Buy |
+964,761
| New | +$51.5M | 3.59% | 4 |
|
|
2021
Q1 | – | Sell |
-401,016
| Closed | -$36.5M | – | 513 |
|
|
2020
Q4 | $36.5M | Buy |
401,016
+31,894
| +9% | +$2.9M | 3.23% | 6 |
|
|
2020
Q3 | $29.4M | Buy |
369,122
+53,027
| +17% | +$4.22M | 2.74% | 6 |
|
|
2020
Q2 | $23.2M | Sell |
316,095
-38,772
| -11% | -$2.85M | 2.58% | 7 |
|
|
2020
Q1 | $21.4M | Buy |
354,867
+23,113
| +7% | +$1.4M | 2.88% | 5 |
|
|
2019
Q4 | $25.5M | Sell |
331,754
-50,596
| -13% | -$3.89M | 3.13% | 4 |
|
|
2019
Q3 | $27.2M | Buy |
382,350
+12,642
| +3% | +$898K | 3.76% | 3 |
|
|
2019
Q2 | $26.2M | Sell |
369,708
-1,141
| -0.3% | -$80.8K | 3.88% | 4 |
|
|
2019
Q1 | $25.2M | Buy |
+370,849
| New | +$25.2M | 4.05% | 3 |
|