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ORG Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

ORG Partners’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
-402
Closed -$7.46K – 978
2023
Q4 		$7.46K Buy
+402
New +$6.94K ﹤0.01% 796

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SCM
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R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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 $15.5B AUM 18.35% 1-Year Est. Return

ORG Partners's SCHB Position: Q1 2024 in Review

ORG Partners sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 402 shares — an estimated $7.46K sold.

ORG Partners first reported a position in SCHB in Q4 2023 and held it in 1 quarter. The position peaked at $7.46K in Q4 2023. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • ORG Partners reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 402 Schwab US Broad Market ETF shares in Q1 2024, an estimated $7.46K.
  • ORG Partners first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 1 quarter.
  • ORG Partners's Schwab US Broad Market ETF position peaked at $7.46K in Q4 2023.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.