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Orgel Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Orgel Wealth Management’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
2023
Q4 		– Sell
-18,345
Closed -$305K – 89
2023
Q3 		$305K Sell
18,345
-2,625
-13% -$45.4K 0.01% 65
2023
Q2 		$361K Hold
20,970
– – 0.01% 58
2023
Q1 		$334K Buy
20,970
+1,275
+6% +$19.9K 0.01% 58
2022
Q4 		$294K Buy
19,695
+2,097
+12% +$31.5K 0.01% 62
2022
Q3 		$246K Hold
17,598
– – 0.01% 60
2022
Q2 		$259K Hold
17,598
– – 0.01% 58
2022
Q1 		$313K Hold
17,598
– – 0.02% 45
2021
Q4 		$331K Sell
17,598
-48
-0.3% -$883 0.03% 41
2021
Q3 		$305K Sell
17,646
-1,920
-10% -$34.1K 0.03% 42
2021
Q2 		$340K Sell
19,566
-474
-2% -$8.02K 0.04% 38
2021
Q1 		$323K Buy
20,040
+834
+4% +$13.1K 0.05% 37
2020
Q4 		$291K Hold
19,206
– – 0.06% 36
2020
Q3 		$255K Hold
19,206
– – 0.07% 40
2020
Q2 		$235K Sell
19,206
-9,684
-34% -$112K 0.09% 41
2020
Q1 		$291K Sell
28,890
-84,036
-74% -$1.02M 0.12% 29
2019
Q4 		$1.45M Buy
112,926
+92,472
+452% +$1.13M 0.4% 20
2019
Q3 		$242K Buy
+20,454
New +$242K 0.09% 37
2019
Q1 		– Sell
-270,858
Closed -$2.71M – 41
2018
Q4 		$2.71M Buy
+270,858
New +$2.93M 0.82% 10

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
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
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 $1.55B AUM 29.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Orgel Wealth Management's SCHB Position: Q4 2023 in Review

Orgel Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 18,345 shares — an estimated $305K sold.

Orgel Wealth Management first reported a position in SCHB in Q4 2018 and held it in 18 quarters. The position peaked at $2.71M in Q4 2018. 1,036 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Orgel Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • Orgel Wealth Management sold 18,345 Schwab US Broad Market ETF shares in Q4 2023, an estimated $305K.
  • Orgel Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 18 quarters.
  • Orgel Wealth Management's Schwab US Broad Market ETF position peaked at $2.71M in Q4 2018.
  • 1,036 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Orgel Wealth Management's 13F filing for Q4 2023, filed 11 Jan 2024.