OAJ
SCHB icon

Ogorek Anthony Joseph’s Schwab US Broad Market ETF SCHB Stock Holding History

Ogorek Anthony Joseph’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
2026
Q2 		$15.7M Sell
541,958
-2,106
-0.4% -$59K 3.9% 7
2026
Q1 		$13.7M Sell
544,064
-16,728
-3% -$439K 3.74% 8
2025
Q4 		$14.7M Sell
560,792
-24,526
-4% -$638K 4.05% 7
2025
Q3 		$15M Sell
585,318
-19,459
-3% -$482K 4.3% 7
2025
Q2 		$14.4M Sell
604,777
-303,526
-33% -$6.69M 4.45% 7
2025
Q1 		$19.6M Sell
908,303
-40,131
-4% -$913K 6.44% 5
2024
Q4 		$21.5M Sell
948,434
-56,134
-6% -$1.28M 6.85% 5
2024
Q3 		$22.3M Sell
1,004,568
-73,803
-7% -$1.58M 7.64% 5
2024
Q2 		$22.6M Sell
1,078,371
-27,894
-3% -$565K 7.85% 4
2024
Q1 		$22.5M Sell
1,106,265
-21,627
-2% -$418K 7.82% 2
2023
Q4 		$20.9M Buy
1,127,892
+57,978
+5% +$1M 7.61% 2
2023
Q3 		$17.8M Buy
1,069,914
+40,959
+4% +$709K 7.01% 2
2023
Q2 		$17.7M Buy
1,028,955
+118,371
+13% +$1.93M 6.79% 2
2023
Q1 		$14.5M Buy
910,584
+27,099
+3% +$424K 5.94% 4
2022
Q4 		$13.2M Sell
883,485
-23,748
-3% -$357K 5.74% 5
2022
Q3 		$12.7M Sell
907,233
-12,636
-1% -$197K 6.03% 5
2022
Q2 		$13.5M Sell
919,869
-193,110
-17% -$3.1M 6.23% 5
2022
Q1 		$19.8M Sell
1,112,979
-1,040,673
-48% -$18.3M 8.12% 2
2021
Q4 		$40.6M Buy
2,153,652
+53,478
+3% +$984K 17.33% 2
2021
Q3 		$36.4M Buy
2,100,174
+276,276
+15% +$4.91M 16.59% 2
2021
Q2 		$31.7M Buy
1,823,898
+96,522
+6% +$1.63M 14.19% 2
2021
Q1 		$27.8M Buy
1,727,376
+1,390,740
+413% +$21.9M 13.72% 2
2020
Q4 		$5.11M Buy
336,636
+40,386
+14% +$575K 2.73% 10
2020
Q3 		$3.93M Sell
296,250
-576
-0.2% -$7.57K 2.32% 10
2020
Q2 		$3.63M Sell
296,826
-2,333,754
-89% -$26.9M 2.57% 10
2020
Q1 		$26.5M Sell
2,630,580
-142,968
-5% -$1.73M 14.4% 2
2019
Q4 		$35.5M Buy
2,773,548
+63,486
+2% +$779K 17.32% 1
2019
Q3 		$32.1M Buy
2,710,062
+37,092
+1% +$438K 19.18% 1
2019
Q2 		$31.4M Sell
2,672,970
-91,848
-3% -$1.06M 21.17% 1
2019
Q1 		$31.4M Buy
2,764,818
+50,946
+2% +$556K 20.8% 1
2018
Q4 		$27.1M Buy
2,713,872
+232,212
+9% +$2.51M 21.58% 1
2018
Q3 		$29.1M Buy
2,481,660
+180,636
+8% +$2.08M 21.47% 1
2018
Q2 		$25.3M Sell
2,301,024
-479,850
-17% -$5.25M 19.71% 1
2018
Q1 		$29.6M Buy
2,780,874
+86,718
+3% +$953K 25.7% 1
2017
Q4 		$29M Buy
2,694,156
+69,366
+3% +$727K 23.72% 2
2017
Q3 		$26.6M Buy
2,624,790
+65,844
+3% +$654K 25.99% 2
2017
Q2 		$24.9M Buy
2,558,946
+198,072
+8% +$1.91M 23.09% 2
2017
Q1 		$22.5M Sell
2,360,874
-1,290,756
-35% -$12.1M 23.19% 2
2016
Q4 		$31.8M Hold
3,651,630
– – 27.48% 1
2016
Q3 		$31.8M Buy
3,651,630
+77,628
+2% +$674K 27.48% 1
2016
Q2 		$30M Sell
3,574,002
-458,670
-11% -$3.81M 26.89% 1
2016
Q1 		$33.1M Buy
4,032,672
+48,816
+1% +$379K 26.88% 1
2015
Q4 		$32.6M Buy
3,983,856
+98,112
+3% +$809K 27.18% 1
2015
Q3 		$30M Buy
3,885,744
+62,088
+2% +$510K 24.54% 1
2015
Q2 		$32M Sell
3,823,656
-19,494
-0.5% -$167K 24.55% 1
2015
Q1 		$32.3M Buy
3,843,150
+3,321,576
+637% +$27.8M 22.22% 1
2014
Q4 		$4.33M Buy
+521,574
New +$4.22M 3.25% 7

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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

Ogorek Anthony Joseph's SCHB Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its Schwab US Broad Market ETF (SCHB) stake by 0.39% in Q2 2026, selling an estimated $59K and leaving 541,958 shares worth $15.7M. The position accounts for 3.9% of the portfolio, ranked #7.

Ogorek Anthony Joseph first reported a position in SCHB in Q4 2014 and has held it in 47 quarters since. The position peaked at $40.6M in Q4 2021. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Ogorek Anthony Joseph held 541,958 shares of Schwab US Broad Market ETF worth $15.7M as of Q2 2026.
  • Ogorek Anthony Joseph sold 2,106 Schwab US Broad Market ETF shares in Q2 2026, an estimated $59K.
  • Schwab US Broad Market ETF made up 3.9% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #7 holding.
  • Ogorek Anthony Joseph first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 47 quarters since.
  • Ogorek Anthony Joseph's Schwab US Broad Market ETF position peaked at $40.6M in Q4 2021.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.