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ABLE Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

ABLE Financial Group’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 		– Sell
-20,595
Closed -$432K – 191
2024
Q2 		$432K Hold
20,595
– – 0.16% 102
2024
Q1 		$419K Hold
20,595
– – 0.16% 98
2023
Q4 		$382K Hold
20,595
– – 0.17% 98
2023
Q3 		$342K Sell
20,595
-2,847
-12% -$49.3K 0.17% 102
2023
Q2 		$404K Sell
23,442
-3
-0% -$49 0.21% 83
2023
Q1 		$374K Buy
+23,445
New +$367K 0.24% 83

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R
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HighTower Advisors
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

ABLE Financial Group's SCHB Position: Q3 2024 in Review

ABLE Financial Group sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 20,595 shares — an estimated $432K sold.

ABLE Financial Group first reported a position in SCHB in Q1 2023 and held it in 6 quarters. The position peaked at $432K in Q2 2024. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • ABLE Financial Group reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • ABLE Financial Group sold 20,595 Schwab US Broad Market ETF shares in Q3 2024, an estimated $432K.
  • ABLE Financial Group first reported a position in Schwab US Broad Market ETF in Q1 2023 and held it in 6 quarters.
  • ABLE Financial Group's Schwab US Broad Market ETF position peaked at $432K in Q2 2024.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on ABLE Financial Group's 13F filing for Q3 2024, filed 1 Nov 2024.