United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.2M | Sell |
802,522
-24,273
| -3% | -$637K | 0.12% | 143 |
|
|
2025
Q4 | $21.7M | Sell |
826,795
-25,802
| -3% | -$672K | 0.13% | 140 |
|
|
2025
Q3 | $21.9M | Sell |
852,597
-10,651
| -1% | -$264K | 0.16% | 121 |
|
|
2025
Q2 | $20.6M | Sell |
863,248
-27,601
| -3% | -$608K | 0.17% | 116 |
|
|
2025
Q1 | $19.2M | Sell |
890,849
-16,911
| -2% | -$385K | 0.16% | 116 |
|
|
2024
Q4 | $20.6M | Sell |
907,760
-33,406
| -4% | -$763K | 0.17% | 108 |
|
|
2024
Q3 | $20.9M | Sell |
941,166
-46,869
| -5% | -$1M | 0.17% | 117 |
|
|
2024
Q2 | $20.7M | Sell |
988,035
-69,615
| -7% | -$1.41M | 0.18% | 112 |
|
|
2024
Q1 | $21.5M | Sell |
1,057,650
-64,194
| -6% | -$1.24M | 0.18% | 116 |
|
|
2023
Q4 | $20.8M | Sell |
1,121,844
-272,343
| -20% | -$4.7M | 0.17% | 124 |
|
|
2023
Q3 | $23.2M | Sell |
1,394,187
-47,358
| -3% | -$820K | 0.15% | 136 |
|
|
2023
Q2 | $24.8M | Sell |
1,441,545
-75,888
| -5% | -$1.24M | 0.14% | 135 |
|
|
2023
Q1 | $24.2M | Sell |
1,517,433
-43,710
| -3% | -$683K | 0.14% | 145 |
|
|
2022
Q4 | $23.3M | Sell |
1,561,143
-431,979
| -22% | -$6.49M | 0.13% | 152 |
|
|
2022
Q3 | $27.9M | Sell |
1,993,122
-96,192
| -5% | -$1.5M | 0.16% | 124 |
|
|
2022
Q2 | $30.8M | Sell |
2,089,314
-113,694
| -5% | -$1.82M | 0.17% | 124 |
|
|
2022
Q1 | $39.2M | Sell |
2,203,008
-158,502
| -7% | -$2.78M | 0.19% | 110 |
|
|
2021
Q4 | $44.5M | Sell |
2,361,510
-105,528
| -4% | -$1.94M | 0.2% | 106 |
|
|
2021
Q3 | $42.7M | Sell |
2,467,038
-47,892
| -2% | -$852K | 0.21% | 102 |
|
|
2021
Q2 | $43.7M | Sell |
2,514,930
-105,738
| -4% | -$1.79M | 0.22% | 94 |
|
|
2021
Q1 | $42.2M | Sell |
2,620,668
-546,942
| -17% | -$8.62M | 0.23% | 93 |
|
|
2020
Q4 | $48M | Sell |
3,167,610
-37,764
| -1% | -$538K | 0.29% | 77 |
|
|
2020
Q3 | $42.5M | Sell |
3,205,374
-41,424
| -1% | -$545K | 0.28% | 84 |
|
|
2020
Q2 | $39.8M | Sell |
3,246,798
-210,738
| -6% | -$2.43M | 0.29% | 79 |
|
|
2020
Q1 | $34.8M | Sell |
3,457,536
-182,376
| -5% | -$2.21M | 0.29% | 76 |
|
|
2019
Q4 | $46.6M | Buy |
3,639,912
+7,884
| +0.2% | +$96.7K | 0.3% | 76 |
|
|
2019
Q3 | $43M | Buy |
3,632,028
+190,296
| +6% | +$2.25M | 0.3% | 75 |
|
|
2019
Q2 | $40.5M | Buy |
3,441,732
+296,124
| +9% | +$3.42M | 0.27% | 90 |
|
|
2019
Q1 | $35.7M | Buy |
3,145,608
+189,840
| +6% | +$2.07M | 0.25% | 95 |
|
|
2018
Q4 | $29.5M | Buy |
2,955,768
+85,068
| +3% | +$920K | 0.23% | 95 |
|
|
2018
Q3 | $33.7M | Sell |
2,870,700
-55,596
| -2% | -$641K | 0.24% | 97 |
|
|
2018
Q2 | $32.2M | Sell |
2,926,296
-88,536
| -3% | -$968K | 0.24% | 96 |
|
|
2018
Q1 | $32.1M | Sell |
3,014,832
-154,542
| -5% | -$1.7M | 0.24% | 96 |
|
|
2017
Q4 | $34.1M | Sell |
3,169,374
-130,974
| -4% | -$1.37M | 0.27% | 81 |
|
|
2017
Q3 | $33.5M | Sell |
3,300,348
-70,170
| -2% | -$696K | 0.28% | 75 |
|
|
2017
Q2 | $32.8M | Sell |
3,370,518
-84,180
| -2% | -$813K | 0.29% | 75 |
|
|
2017
Q1 | $32.9M | Sell |
3,454,698
-416,094
| -11% | -$3.9M | 0.31% | 73 |
|
|
2016
Q4 | $35M | Sell |
3,870,792
-243,408
| -6% | -$2.14M | 0.34% | 60 |
|
|
2016
Q3 | $35.9M | Sell |
4,114,200
-66,156
| -2% | -$574K | 0.35% | 60 |
|
|
2016
Q2 | $34.8M | Sell |
4,180,356
-204,354
| -5% | -$1.7M | 0.35% | 49 |
|
|
2016
Q1 | $36M | Sell |
4,384,710
-636,630
| -13% | -$4.95M | 0.4% | 43 |
|
|
2015
Q4 | $41M | Sell |
5,021,340
-396,882
| -7% | -$3.27M | 0.47% | 37 |
|
|
2015
Q3 | $41.9M | Sell |
5,418,222
-837,858
| -13% | -$6.88M | 0.5% | 31 |
|
|
2015
Q2 | $52.4M | Sell |
6,256,080
-57,222
| -0.9% | -$489K | 0.61% | 28 |
|
|
2015
Q1 | $53.4M | Sell |
6,313,302
-1,453,962
| -19% | -$12.2M | 0.65% | 23 |
|
|
2014
Q4 | $64.5M | Sell |
7,767,264
-464,088
| -6% | -$3.76M | 0.97% | 11 |
|
|
2014
Q3 | $65.2M | Sell |
8,231,352
-1,460,580
| -15% | -$11.7M | 1.13% | 10 |
|
|
2014
Q2 | $77.1M | Sell |
9,691,932
-1,752,990
| -15% | -$13.5M | 1.43% | 7 |
|
|
2014
Q1 | $87.2M | Sell |
11,444,922
-456,306
| -4% | -$3.41M | 1.86% | 6 |
|
|
2013
Q4 | $89.3M | Buy |
11,901,228
+2,165,562
| +22% | +$15.6M | 3.04% | 2 |
|
|
2013
Q3 | $66.7M | Buy |
9,735,666
+1,428,432
| +17% | +$9.71M | 2.13% | 4 |
|
|
2013
Q2 | $53.9M | Buy |
+8,307,234
| New | +$53.9M | 1.43% | 6 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM