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Israel Englander’s Schwab US Broad Market ETF SCHB Stock Holding History

Israel Englander’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
-20,637
Closed -$383K – 6591
2023
Q4 		$383K Sell
20,637
-23,373
-53% -$404K ﹤0.01% 4813
2023
Q3 		$731K Buy
44,010
+26,649
+153% +$461K ﹤0.01% 4407
2023
Q2 		$299K Buy
+17,361
New +$283K ﹤0.01% 4887
2022
Q4 		– Sell
-21,243
Closed -$297K – 6991
2022
Q3 		$297K Buy
+21,243
New +$330K ﹤0.01% 5386
2021
Q3 		– Sell
-12,378
Closed -$215K – 7189
2021
Q2 		$215K Buy
+12,378
New +$209K ﹤0.01% 5970
2021
Q1 		– Sell
-31,578
Closed -$479K – 6448
2020
Q4 		$479K Sell
31,578
-34,632
-52% -$493K ﹤0.01% 4230
2020
Q3 		$879 Sell
66,210
-48,132
-42% -$633K ﹤0.01% 3228
2020
Q2 		$1.4M Buy
+114,342
New +$1.32M ﹤0.01% 2782
2020
Q1 		– Sell
-138,498
Closed -$1.77M – 4393
2019
Q4 		$1.77M Buy
138,498
+19,170
+16% +$235K ﹤0.01% 2686
2019
Q3 		$1.41M Sell
119,328
-23,346
-16% -$276K ﹤0.01% 2658
2019
Q2 		$1.68M Buy
142,674
+46,698
+49% +$539K ﹤0.01% 2514
2019
Q1 		$1.09M Sell
95,976
-16,050
-14% -$175K ﹤0.01% 2811
2018
Q4 		$1.12M Sell
112,026
-15,528
-12% -$168K ﹤0.01% 2523
2018
Q3 		$1.5M Buy
127,554
+74,166
+139% +$855K ﹤0.01% 2639
2018
Q2 		$587K Sell
53,388
-10,224
-16% -$112K ﹤0.01% 3089
2018
Q1 		$676K Sell
63,612
-56,652
-47% -$622K ﹤0.01% 2896
2017
Q4 		$1.29M Buy
120,264
+27,492
+30% +$288K ﹤0.01% 2553
2017
Q3 		$942K Buy
92,772
+31,044
+50% +$308K ﹤0.01% 2552
2017
Q2 		$601K Sell
61,728
-55,590
-47% -$537K ﹤0.01% 2716
2017
Q1 		$1.12M Buy
117,318
+3,012
+3% +$28.3K ﹤0.01% 2335
2016
Q4 		$1.03M Sell
114,306
-47,118
-29% -$415K ﹤0.01% 2226
2016
Q3 		$1.41M Buy
161,424
+71,460
+79% +$620K ﹤0.01% 2113
2016
Q2 		$754K Sell
89,964
-24,660
-22% -$205K ﹤0.01% 2293
2016
Q1 		$941K Buy
114,624
+33,792
+42% +$263K ﹤0.01% 2213
2015
Q4 		$661K Buy
80,832
+11,322
+16% +$93.4K ﹤0.01% 2506
2015
Q3 		$537K Buy
+69,510
New +$571K ﹤0.01% 2618
2015
Q1 		– Sell
-35,868
Closed -$298K – 4034
2014
Q4 		$298K Buy
+35,868
New +$290K ﹤0.01% 3354

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
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Israel Englander's SCHB Position: Q1 2024 in Review

Israel Englander sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 20,637 shares — an estimated $383K sold.

Israel Englander first reported a position in SCHB in Q4 2014 and held it in 27 quarters. The position peaked at $1.77M in Q4 2019. 1,074 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Israel Englander reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • Israel Englander sold 20,637 Schwab US Broad Market ETF shares in Q1 2024, an estimated $383K.
  • Israel Englander first reported a position in Schwab US Broad Market ETF in Q4 2014 and held it in 27 quarters.
  • Israel Englander's Schwab US Broad Market ETF position peaked at $1.77M in Q4 2019.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Millennium Management's 13F filing for Q1 2024, filed 15 May 2024.