IA
IFP Advisors’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 | $12.3M | Buy |
516,353
+10,167
| +2% | +$242K | 0.35% | 50 |
|
|
2025
Q1 | $10.9M | Buy |
506,186
+25,637
| +5% | +$552K | 0.34% | 55 |
|
|
2024
Q4 | $10.9M | Buy |
480,549
+330,320
| +220% | +$7.5M | 0.36% | 54 |
|
|
2024
Q3 | $9.99M | Sell |
150,229
-668
| -0.4% | -$44.4K | 0.36% | 58 |
|
|
2024
Q2 | $9.49M | Buy |
150,897
+8,276
| +6% | +$520K | 0.38% | 53 |
|
|
2024
Q1 | $8.71M | Sell |
142,621
-574
| -0.4% | -$35K | 0.38% | 54 |
|
|
2023
Q4 | $7.97M | Sell |
143,195
-6,005
| -4% | -$334K | 0.38% | 59 |
|
|
2023
Q3 | $7.44M | Buy |
149,200
+1,596
| +1% | +$79.6K | 0.33% | 66 |
|
|
2023
Q2 | $7.63M | Sell |
147,604
-9,710
| -6% | -$502K | 0.32% | 66 |
|
|
2023
Q1 | $10.5M | Sell |
157,314
-9,298
| -6% | -$618K | 0.46% | 45 |
|
|
2022
Q4 | $11.1M | Sell |
166,612
-1,567
| -0.9% | -$104K | 0.3% | 64 |
|
|
2022
Q3 | $11.2M | Buy |
168,179
+5,784
| +4% | +$385K | 0.29% | 67 |
|
|
2022
Q2 | $10.8M | Hold |
162,395
| – | – | 0.35% | 59 |
|
|
2022
Q1 | $10.8M | Buy |
162,395
+84,596
| +109% | +$5.63M | 0.35% | 59 |
|
|
2021
Q4 | $8.8M | Buy |
77,799
+2,412
| +3% | +$273K | 0.17% | 68 |
|
|
2021
Q3 | $7.83M | Buy |
75,387
+538
| +0.7% | +$55.9K | 0.16% | 74 |
|
|
2021
Q2 | $7.8M | Buy |
74,849
+6,225
| +9% | +$648K | 0.16% | 72 |
|
|
2021
Q1 | $6.63M | Sell |
68,624
-26,326
| -28% | -$2.54M | 0.13% | 83 |
|
|
2020
Q4 | $8.63M | Sell |
94,950
-2,187
| -2% | -$199K | 0.35% | 45 |
|
|
2020
Q3 | $7.74M | Sell |
97,137
-6,113
| -6% | -$487K | 0.46% | 41 |
|
|
2020
Q2 | $7.48M | Sell |
103,250
-15,149
| -13% | -$1.1M | 0.59% | 30 |
|
|
2020
Q1 | $7.27M | Sell |
118,399
-1,899
| -2% | -$117K | 0.73% | 22 |
|
|
2019
Q4 | $9.28M | Sell |
120,298
-12,199
| -9% | -$941K | 0.7% | 22 |
|
|
2019
Q3 | $9.36M | Buy |
+132,497
| New | +$9.36M | 0.63% | 24 |
|
|
2019
Q1 | $0 | Sell |
2
-137,390
| -100% | – | ﹤0.01% | 3220 |
|
|
2018
Q4 | $8.16M | Sell |
137,392
-82,671
| -38% | -$4.91M | 0.5% | 33 |
|
|
2018
Q3 | $15.5M | Sell |
220,063
-6,327
| -3% | -$445K | 0.63% | 16 |
|
|
2018
Q2 | $14.9M | Sell |
226,390
-48,060
| -18% | -$3.17M | 0.63% | 15 |
|
|
2018
Q1 | $17.7M | Hold |
274,450
| – | – | 0.8% | 13 |
|
|
2017
Q4 | $17.7M | Buy |
274,450
+13,003
| +5% | +$839K | 0.8% | 13 |
|
|
2017
Q3 | $15.9M | Sell |
261,447
-8,479
| -3% | -$516K | 0.63% | 23 |
|
|
2017
Q2 | $15.8M | Buy |
269,926
+31,141
| +13% | +$1.82M | 0.67% | 19 |
|
|
2017
Q1 | $13.6M | Buy |
238,785
+35,135
| +17% | +$2M | 0.59% | 22 |
|
|
2016
Q4 | $11M | Buy |
203,650
+13,086
| +7% | +$709K | 0.53% | 26 |
|
|
2016
Q3 | $9.97M | Sell |
190,564
-6,323
| -3% | -$331K | 0.52% | 29 |
|
|
2016
Q2 | $9.9M | Buy |
196,887
+196,885
| +9,844,250% | +$9.9M | 0.55% | 23 |
|
|
2016
Q1 | $0 | Sell |
2
-198,970
| -100% | – | ﹤0.01% | 3255 |
|
|
2015
Q4 | $9.76M | Buy |
+198,972
| New | +$9.76M | 0.66% | 24 |
|