Crescent Grove Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Crescent Grove Advisors’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	$348K	Hold	12,000	–	–	0.03%	228
2026 Q1	$301K	Hold	12,000	–	–	0.03%	236
2025 Q4	$315K	Hold	12,000	–	–	0.03%	234
2025 Q3	$309K	Hold	12,000	–	–	0.03%	226
2025 Q2	$286K	Hold	12,000	–	–	0.03%	225
2025 Q1	$258K	Hold	12,000	–	–	0.03%	229
2024 Q4	$272K	Hold	12,000	–	–	0.03%	224
2024 Q3	$266K	Hold	12,000	–	–	0.03%	238
2024 Q2	$252K	Hold	12,000	–	–	0.03%	234
2024 Q1	$244K	Hold	12,000	–	–	0.03%	270
2023 Q4	$223K	Buy	+12,000	New	+$207K	0.02%	269
2023 Q3	–	Sell	-12,000	Closed	-$207K	–	298
2023 Q2	$207K	Buy	+12,000	New	+$196K	0.02%	277

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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

Crescent Grove Advisors's SCHB Position: Q2 2026 in Review

Crescent Grove Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 12,000 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #228.

Crescent Grove Advisors first reported a position in SCHB in Q2 2023 and has held it in 12 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Crescent Grove Advisors held 12,000 shares of Schwab US Broad Market ETF worth $348K as of Q2 2026.
Crescent Grove Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.03% of Crescent Grove Advisors's portfolio in Q2 2026, its #228 holding.
Crescent Grove Advisors first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 12 quarters since.
1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.