ODG
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O'Dell Group’s Schwab US Broad Market ETF SCHB Stock Holding History

O'Dell 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
Q1 		– Sell
-3,306
Closed -$61.3K – 401
2023
Q4 		$61.3K Buy
+3,306
New +$57.1K 0.02% 183
2023
Q3 		– Sell
-3,306
Closed -$57K – 397
2023
Q2 		$57K Buy
+3,306
New +$53.9K 0.02% 178
2022
Q4 		– Sell
-3,624
Closed -$51K – 332
2022
Q3 		$51K Buy
3,624
+432
+14% +$6.72K 0.02% 145
2022
Q2 		$47K Hold
3,192
– – 0.02% 155
2022
Q1 		$57K Sell
3,192
-480
-13% -$8.43K 0.02% 159
2021
Q4 		$69K Hold
3,672
– – 0.02% 141
2021
Q3 		$64K Buy
+3,672
New +$65.3K 0.02% 142
2020
Q2 		– Sell
-63,672
Closed -$641K – 26
2020
Q1 		$641K Hold
63,672
– – 0.42% 22
2019
Q4 		$816K Buy
+63,672
New +$781K 0.41% 26

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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 $15.4B AUM 18.35% 1-Year Est. Return