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Fort Pitt Capital Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Fort Pitt Capital 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 		$3.58M Sell
161,439
-894
-0.6% -$19.1K 0.1% 59
2024
Q2 		$3.4M Sell
162,333
-12,237
-7% -$248K 0.1% 59
2024
Q1 		$3.55M Sell
174,570
-24,237
-12% -$469K 0.11% 56
2023
Q4 		$3.69M Sell
198,807
-1,287
-0.6% -$22.2K 0.12% 56
2023
Q3 		$3.32M Sell
200,094
-10,419
-5% -$180K 0.12% 50
2023
Q2 		$3.63M Sell
210,513
-122,934
-37% -$2M 0.13% 49
2023
Q1 		$5.32M Sell
333,447
-111,279
-25% -$1.74M 0.2% 49
2022
Q4 		$6.64M Sell
444,726
-51
-0% -$766 0.27% 50
2022
Q3 		$6.22M Sell
444,777
-48,078
-10% -$748K 0.29% 48
2022
Q2 		$7.26M Sell
492,855
-64,887
-12% -$1.04M 0.32% 49
2022
Q1 		$9.93M Sell
557,742
-167,916
-23% -$2.95M 0.37% 46
2021
Q4 		$13.7M Sell
725,658
-14,838
-2% -$273K 0.49% 45
2021
Q3 		$12.8M Sell
740,496
-1,313,736
-64% -$23.4M 0.53% 48
2021
Q2 		$35.7M Buy
2,054,232
+166,458
+9% +$2.82M 1.45% 29
2021
Q1 		$30.4M Sell
1,887,774
-101,298
-5% -$1.6M 1.36% 30
2020
Q4 		$30.2M Sell
1,989,072
-101,136
-5% -$1.44M 1.46% 29
2020
Q3 		$27.7M Sell
2,090,208
-285,504
-12% -$3.75M 1.55% 27
2020
Q2 		$29.1M Sell
2,375,712
-47,730
-2% -$550K 1.72% 24
2020
Q1 		$24.4M Sell
2,423,442
-1,113,654
-31% -$13.5M 1.68% 20
2019
Q4 		$45.3M Buy
3,537,096
+739,998
+26% +$9.08M 2.57% 14
2019
Q3 		$34.5M Buy
2,797,098
+240,696
+9% +$2.84M 2.1% 22
2019
Q2 		$30.1M Sell
2,556,402
-164,106
-6% -$1.89M 2.19% 24
2019
Q1 		$30.9M Sell
2,720,508
-4,263,150
-61% -$46.6M 2.31% 22
2018
Q4 		$69.8M Buy
6,983,658
+4,924,974
+239% +$53.3M 5.37% 1
2018
Q3 		$24.2M Sell
2,058,684
-1,617,012
-44% -$18.6M 1.75% 27
2018
Q2 		$40.4M Sell
3,675,696
-202,158
-5% -$2.21M 3.1% 10
2018
Q1 		$41.2M Sell
3,877,854
-624,120
-14% -$6.86M 3.27% 9
2017
Q4 		$48.4M Buy
4,501,974
+1,118,994
+33% +$11.7M 3.82% 4
2017
Q3 		$34.3M Sell
3,382,980
-184,446
-5% -$1.83M 2.93% 11
2017
Q2 		$34.8M Sell
3,567,426
-1,321,680
-27% -$12.8M 3.27% 9
2017
Q1 		$46.5M Sell
4,889,106
-1,028,346
-17% -$9.65M 4.34% 1
2016
Q4 		$53.4M Buy
5,917,452
+2,499,534
+73% +$22M 5.33% 1
2016
Q3 		$29.8M Sell
3,417,918
-11,772
-0.3% -$102K 3.41% 8
2016
Q2 		$28.8M Sell
3,429,690
-336,036
-9% -$2.79M 3.53% 9
2016
Q1 		$30.9M Sell
3,765,726
-2,790,360
-43% -$21.7M 3.77% 7
2015
Q4 		$53.6M Buy
6,556,086
+3,348,168
+104% +$27.6M 6.79% 1
2015
Q3 		$24.8M Sell
3,207,918
-35,148
-1% -$289K 3.34% 10
2015
Q2 		$27.1M Sell
3,243,066
-525,168
-14% -$4.49M 3.39% 8
2015
Q1 		$31.7M Sell
3,768,234
-2,533,116
-40% -$21.2M 3.87% 3
2014
Q4 		$52.3M Buy
6,301,350
+3,130,356
+99% +$25.3M 6.36% 1
2014
Q3 		$25.1M Buy
3,170,994
+3,167,790
+98,870% +$25.3M 3.21% 10
2014
Q2 		$25.5K Sell
3,204
-102
-3% -$787 3.2% 9
2014
Q1 		$25.2K Sell
3,306
-24
-0.7% -$180 3.47% 9
2013
Q4 		$25K Buy
3,330
+2,136
+179% +$15.4K 3.49% 9
2013
Q3 		$8.18K Sell
1,194
-66
-5% -$449 1.26% 30
2013
Q2 		$8.17K Buy
+1,260
New +$8.18K 1.31% 28

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fort Pitt Capital Group's SCHB Position: Q3 2024 in Review

Fort Pitt Capital Group reduced its Schwab US Broad Market ETF (SCHB) stake by 0.55% in Q3 2024, selling an estimated $19.1K and leaving 161,439 shares worth $3.58M. The position accounts for 0.1% of the portfolio, ranked #59.

Fort Pitt Capital Group first reported a position in SCHB in Q2 2013 and has held it in 46 quarters since. The position peaked at $69.8M in Q4 2018. 1,100 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Fort Pitt Capital Group held 161,439 shares of Schwab US Broad Market ETF worth $3.58M as of Q3 2024.
  • Fort Pitt Capital Group sold 894 Schwab US Broad Market ETF shares in Q3 2024, an estimated $19.1K.
  • Schwab US Broad Market ETF made up 0.1% of Fort Pitt Capital Group's portfolio in Q3 2024, its #59 holding.
  • Fort Pitt Capital Group first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 46 quarters since.
  • Fort Pitt Capital Group's Schwab US Broad Market ETF position peaked at $69.8M in Q4 2018.
  • 1,100 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.