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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
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 $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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 $1.29B AUM 17.41% 1-Year Est. Return

Ogorek Anthony Joseph's SCHB Position: Q1 2026 in Review

Ogorek Anthony Joseph reduced its Schwab US Broad Market ETF (SCHB) stake by 3% in Q1 2026, selling an estimated $439K and leaving 544,064 shares worth $13.7M. The position accounts for 3.74% of the portfolio, ranked #8.

Ogorek Anthony Joseph first reported a position in SCHB in Q4 2014 and has held it in 46 quarters since. The position peaked at $40.6M in Q4 2021. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Ogorek Anthony Joseph held 544,064 shares of Schwab US Broad Market ETF worth $13.7M as of Q1 2026.
  • Ogorek Anthony Joseph sold 16,728 Schwab US Broad Market ETF shares in Q1 2026, an estimated $439K.
  • Schwab US Broad Market ETF made up 3.74% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #8 holding.
  • Ogorek Anthony Joseph first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 46 quarters since.
  • Ogorek Anthony Joseph's Schwab US Broad Market ETF position peaked at $40.6M in Q4 2021.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.