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GYL Financial Synergies’s Schwab US Broad Market ETF SCHB Stock Holding History

GYL Financial Synergies’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 		$11.8M Buy
534,252
+19,596
+4% +$418K 0.89% 28
2024
Q2 		$10.8M Sell
514,656
-30,969
-6% -$627K 0.83% 28
2024
Q1 		$11.1M Buy
545,625
+17,472
+3% +$338K 0.87% 27
2023
Q4 		$9.8M Buy
528,153
+7,989
+2% +$138K 0.81% 30
2023
Q3 		$8.64M Buy
520,164
+21,303
+4% +$369K 0.84% 30
2023
Q2 		$8.6M Buy
498,861
+20,112
+4% +$328K 0.78% 33
2023
Q1 		$7.64M Buy
478,749
+43,767
+10% +$684K 0.92% 33
2022
Q4 		$6.5M Sell
434,982
-62,067
-12% -$933K 1.41% 21
2022
Q3 		$6.96M Buy
497,049
+35,403
+8% +$551K 1.9% 13
2022
Q2 		$6.8M Sell
461,646
-6,696
-1% -$107K 1.86% 12
2022
Q1 		$8.34M Sell
468,342
-235,248
-33% -$4.13M 2% 11
2021
Q4 		$13.3M Sell
703,590
-31,332
-4% -$576K 3.58% 6
2021
Q3 		$12.7M Sell
734,922
-5,652
-0.8% -$101K 6.5% 2
2021
Q2 		$12.9M Sell
740,574
-16,596
-2% -$281K 6.65% 2
2021
Q1 		$12.2M Sell
757,170
-17,652
-2% -$278K 6.72% 2
2020
Q4 		$11.8M Sell
774,822
-19,704
-2% -$281K 6.77% 3
2020
Q3 		$10.5M Buy
794,526
+3,870
+0.5% +$50.9K 6.91% 3
2020
Q2 		$9.68M Sell
790,656
-2,508
-0.3% -$28.9K 7.01% 3
2020
Q1 		$7.99M Sell
793,164
-11,688
-1% -$141K 5.1% 5
2019
Q4 		$10.3M Sell
804,852
-6,912
-0.9% -$84.8K 4.56% 6
2019
Q3 		$9.61M Sell
811,764
-4,410
-0.5% -$52.1K 4.78% 4
2019
Q2 		$9.59M Buy
816,174
+197,700
+32% +$2.28M 5.07% 4
2019
Q1 		$7.01M Buy
+618,474
New +$6.75M 3.94% 6

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

GYL Financial Synergies's SCHB Position: Q3 2024 in Review

GYL Financial Synergies increased its Schwab US Broad Market ETF (SCHB) stake by 3.8% in Q3 2024, buying an estimated $418K and bringing the position to 534,252 shares worth $11.8M. The position accounts for 0.89% of the portfolio, ranked #28.

GYL Financial Synergies first reported a position in SCHB in Q1 2019 and has held it in 23 quarters since. The position peaked at $13.3M in Q4 2021. 1,100 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • GYL Financial Synergies held 534,252 shares of Schwab US Broad Market ETF worth $11.8M as of Q3 2024.
  • GYL Financial Synergies bought 19,596 Schwab US Broad Market ETF shares in Q3 2024, an estimated $418K.
  • Schwab US Broad Market ETF made up 0.89% of GYL Financial Synergies's portfolio in Q3 2024, its #28 holding.
  • GYL Financial Synergies first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 23 quarters since.
  • GYL Financial Synergies's Schwab US Broad Market ETF position peaked at $13.3M in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.