L.J. Altfest & Co’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.28M | Sell |
210,351
-13,259
| -6% | -$348K | 0.56% | 37 |
|
|
2025
Q4 | $5.87M | Sell |
223,610
-4,767
| -2% | -$124K | 0.64% | 32 |
|
|
2025
Q3 | $5.87M | Sell |
228,377
-140
| -0.1% | -$3.46K | 0.66% | 37 |
|
|
2025
Q2 | $5.45M | Sell |
228,517
-13,336
| -6% | -$294K | 0.64% | 33 |
|
|
2025
Q1 | $5.21M | Buy |
241,853
+36,834
| +18% | +$838K | 0.65% | 34 |
|
|
2024
Q4 | $4.65M | Sell |
205,019
-2,866
| -1% | -$65.5K | 0.59% | 38 |
|
|
2024
Q3 | $4.61M | Sell |
207,885
-70,329
| -25% | -$1.5M | 0.61% | 32 |
|
|
2024
Q2 | $5.83M | Buy |
278,214
+2,667
| +1% | +$54K | 0.8% | 30 |
|
|
2024
Q1 | $5.61M | Sell |
275,547
-132
| -0% | -$2.55K | 0.79% | 29 |
|
|
2023
Q4 | $5.12M | Sell |
275,679
-3,642
| -1% | -$62.9K | 0.74% | 31 |
|
|
2023
Q3 | $4.64M | Sell |
279,321
-3,933
| -1% | -$68.1K | 0.73% | 26 |
|
|
2023
Q2 | $4.88M | Buy |
283,254
+1,308
| +0.5% | +$21.3K | 0.73% | 26 |
|
|
2023
Q1 | $4.5M | Buy |
281,946
+1,206
| +0.4% | +$18.9K | 0.7% | 26 |
|
|
2022
Q4 | $4.19M | Buy |
280,740
+5,133
| +2% | +$77.1K | 0.69% | 31 |
|
|
2022
Q3 | $3.86M | Buy |
275,607
+5,049
| +2% | +$78.5K | 0.72% | 26 |
|
|
2022
Q2 | $3.98M | Buy |
270,558
+30,924
| +13% | +$496K | 0.72% | 27 |
|
|
2022
Q1 | $4.26M | Sell |
239,634
-150
| -0.1% | -$2.63K | 0.76% | 24 |
|
|
2021
Q4 | $4.52M | Buy |
239,784
+1,092
| +0.5% | +$20.1K | 0.86% | 24 |
|
|
2021
Q3 | $4.13M | Sell |
238,692
-1,302
| -0.5% | -$23.2K | 0.87% | 24 |
|
|
2021
Q2 | $4.17M | Sell |
239,994
-8,094
| -3% | -$137K | 0.9% | 27 |
|
|
2021
Q1 | $4M | Sell |
248,088
-1,764
| -0.7% | -$27.8K | 0.95% | 24 |
|
|
2020
Q4 | $3.79M | Buy |
249,852
+2,760
| +1% | +$39.3K | 0.93% | 23 |
|
|
2020
Q3 | $3.28M | Buy |
247,092
+1,392
| +0.6% | +$18.3K | 0.87% | 24 |
|
|
2020
Q2 | $3.01M | Sell |
245,700
-4,212
| -2% | -$48.6K | 0.87% | 23 |
|
|
2020
Q1 | $2.52M | Buy |
249,912
+4,518
| +2% | +$54.7K | 0.79% | 20 |
|
|
2019
Q4 | $3.14M | Buy |
245,394
+12,228
| +5% | +$150K | 0.79% | 22 |
|
|
2019
Q3 | $2.76M | Sell |
233,166
-4,128
| -2% | -$48.8K | 0.71% | 26 |
|
|
2019
Q2 | $2.79M | Buy |
237,294
+18,192
| +8% | +$210K | 0.74% | 23 |
|
|
2019
Q1 | $2.44M | Buy |
219,102
+26,976
| +14% | +$295K | 0.59% | 29 |
|
|
2018
Q4 | $1.92M | Sell |
192,126
-624
| -0.3% | -$6.75K | 0.54% | 29 |
|
|
2018
Q3 | $2.26M | Buy |
192,750
+540
| +0.3% | +$6.22K | 0.66% | 25 |
|
|
2018
Q2 | $2.11M | Buy |
192,210
+46,098
| +32% | +$504K | 0.79% | 24 |
|
|
2018
Q1 | $1.55M | Buy |
146,112
+122,682
| +524% | +$1.35M | 0.67% | 30 |
|
|
2017
Q4 | $252K | Buy |
+23,430
| New | +$246K | 0.1% | 141 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM
L.J. Altfest & Co's SCHB Position: Q1 2026 in Review
L.J. Altfest & Co reduced its Schwab US Broad Market ETF (SCHB) stake by 5.9% in Q1 2026, selling an estimated $348K and leaving 210,351 shares worth $5.28M. The position accounts for 0.56% of the portfolio, ranked #37.
L.J. Altfest & Co first reported a position in SCHB in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.87M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.
- L.J. Altfest & Co held 210,351 shares of Schwab US Broad Market ETF worth $5.28M as of Q1 2026.
- L.J. Altfest & Co sold 13,259 Schwab US Broad Market ETF shares in Q1 2026, an estimated $348K.
- Schwab US Broad Market ETF made up 0.56% of L.J. Altfest & Co's portfolio in Q1 2026, its #37 holding.
- L.J. Altfest & Co first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 34 quarters since.
- L.J. Altfest & Co's Schwab US Broad Market ETF position peaked at $5.87M in Q3 2025.
- 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.
Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.