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Condor Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Condor Capital Management’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
Q1 		– Sell
-11,235
Closed -$209K – 195
2023
Q4 		$209K Buy
+11,235
New +$194K 0.02% 177

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SCM
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R
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EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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 $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Condor Capital Management's SCHB Position: Q1 2024 in Review

Condor Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 11,235 shares — an estimated $209K sold.

Condor Capital Management first reported a position in SCHB in Q4 2023 and held it in 1 quarter. The position peaked at $209K in Q4 2023. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Condor Capital Management reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • Condor Capital Management sold 11,235 Schwab US Broad Market ETF shares in Q1 2024, an estimated $209K.
  • Condor Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 1 quarter.
  • Condor Capital Management's Schwab US Broad Market ETF position peaked at $209K in Q4 2023.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Condor Capital Management's 13F filing for Q1 2024, filed 9 May 2024.