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	–	399
2023 Q4	$61.3K	Buy	+3,306	New	+$57.1K	0.02%	183
2023 Q3	–	Sell	-3,306	Closed	-$57K	–	396
2023 Q2	$57K	Buy	+3,306	New	+$53.9K	0.02%	178
2022 Q4	–	Sell	-3,624	Closed	-$51K	–	331
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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

O'Dell Group's SCHB Position: Q1 2024 in Review

O'Dell Group sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 3,306 shares — an estimated $61.3K sold.

O'Dell Group first reported a position in SCHB in Q4 2019 and held it in 9 quarters. The position peaked at $816K in Q4 2019. 1,074 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

O'Dell Group reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 3,306 Schwab US Broad Market ETF shares in Q1 2024, an estimated $61.3K.
O'Dell Group first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 9 quarters.
O'Dell Group's Schwab US Broad Market ETF position peaked at $816K in Q4 2019.
1,074 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.