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

United Capital Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20.6M	Sell	863,248 -27,601	-3%	-$658K	0.17%	116
2025 Q1	$19.2M	Sell	890,849 -16,911	-2%	-$364K	0.16%	116
2024 Q4	$20.6M	Sell	907,760 -33,406	-4%	-$758K	0.17%	108
2024 Q3	$20.9M	Sell	941,166 -46,869	-5%	-$1.04M	0.17%	117
2024 Q2	$20.7M	Sell	988,035 -69,615	-7%	-$1.46M	0.18%	112
2024 Q1	$21.5M	Sell	1,057,650 -64,194	-6%	-$1.31M	0.18%	116
2023 Q4	$20.8M	Sell	1,121,844 -272,343	-20%	-$5.05M	0.17%	124
2023 Q3	$23.2M	Sell	1,394,187 -47,358	-3%	-$787K	0.15%	136
2023 Q2	$24.8M	Sell	1,441,545 -75,888	-5%	-$1.31M	0.14%	135
2023 Q1	$24.2M	Sell	1,517,433 -43,710	-3%	-$697K	0.14%	145
2022 Q4	$23.3M	Sell	1,561,143 -431,979	-22%	-$6.45M	0.13%	152
2022 Q3	$27.9M	Sell	1,993,122 -96,192	-5%	-$1.35M	0.16%	124
2022 Q2	$30.8M	Sell	2,089,314 -113,694	-5%	-$1.67M	0.17%	124
2022 Q1	$39.2M	Sell	2,203,008 -158,502	-7%	-$2.82M	0.19%	110
2021 Q4	$44.5M	Sell	2,361,510 -105,528	-4%	-$1.99M	0.2%	106
2021 Q3	$42.7M	Sell	2,467,038 -47,892	-2%	-$829K	0.21%	102
2021 Q2	$43.7M	Sell	2,514,930 -105,738	-4%	-$1.84M	0.22%	94
2021 Q1	$42.2M	Sell	2,620,668 -546,942	-17%	-$8.82M	0.23%	93
2020 Q4	$48M	Sell	3,167,610 -37,764	-1%	-$573K	0.29%	77
2020 Q3	$42.5M	Sell	3,205,374 -41,424	-1%	-$550K	0.28%	84
2020 Q2	$39.8M	Sell	3,246,798 -210,738	-6%	-$2.58M	0.29%	79
2020 Q1	$34.8M	Sell	3,457,536 -182,376	-5%	-$1.84M	0.29%	76
2019 Q4	$46.6M	Buy	3,639,912 +7,884	+0.2%	+$101K	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%	+$3.48M	0.26%	90
2019 Q1	$35.7M	Buy	3,145,608 +189,840	+6%	+$2.15M	0.25%	95
2018 Q4	$29.5M	Buy	2,955,768 +85,068	+3%	+$850K	0.23%	95
2018 Q3	$33.7M	Sell	2,870,700 -55,596	-2%	-$652K	0.24%	97
2018 Q2	$32.2M	Sell	2,926,296 -88,536	-3%	-$974K	0.24%	96
2018 Q1	$32.1M	Sell	3,014,832 -154,542	-5%	-$1.64M	0.24%	96
2017 Q4	$34.1M	Sell	3,169,374 -130,974	-4%	-$1.41M	0.27%	81
2017 Q3	$33.5M	Sell	3,300,348 -70,170	-2%	-$712K	0.28%	75
2017 Q2	$32.8M	Sell	3,370,518 -84,180	-2%	-$820K	0.29%	75
2017 Q1	$32.9M	Sell	3,454,698 -416,094	-11%	-$3.96M	0.31%	73
2016 Q4	$35M	Sell	3,870,792 -243,408	-6%	-$2.2M	0.34%	60
2016 Q3	$35.9M	Sell	4,114,200 -66,156	-2%	-$577K	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%	-$5.23M	0.4%	43
2015 Q4	$41M	Sell	5,021,340 -396,882	-7%	-$3.24M	0.47%	37
2015 Q3	$41.9M	Sell	5,418,222 -837,858	-13%	-$6.48M	0.5%	31
2015 Q2	$52.4M	Sell	6,256,080 -57,222	-0.9%	-$479K	0.61%	28
2015 Q1	$53.4M	Sell	6,313,302 -1,453,962	-19%	-$12.3M	0.65%	23
2014 Q4	$64.5M	Sell	7,767,264 -464,088	-6%	-$3.85M	0.97%	11
2014 Q3	$65.2M	Sell	8,231,352 -1,460,580	-15%	-$11.6M	1.13%	10
2014 Q2	$77.1M	Sell	9,691,932 -1,752,990	-15%	-$13.9M	1.43%	7
2014 Q1	$87.2M	Sell	11,444,922 -456,306	-4%	-$3.48M	1.86%	6
2013 Q4	$89.3M	Buy	11,901,228 +2,165,562	+22%	+$16.2M	3.04%	2
2013 Q3	$66.7M	Buy	9,735,666 +1,428,432	+17%	+$9.78M	2.13%	4
2013 Q2	$53.9M	Buy	+8,307,234	New	+$53.9M	1.43%	6