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Financial Gravity Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Financial Gravity Asset 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
2026
Q1 		$828 Buy
33
+30
+1,000% +$787 ﹤0.01% 773
2025
Q4 		$79 Sell
3
-118
-98% -$3.07K ﹤0.01% 682
2025
Q3 		$3.11K Buy
+121
New +$3K ﹤0.01% 736
2025
Q1 		$3.88K Buy
+180
New +$4.09K ﹤0.01% 744
2024
Q2 		$63 Sell
3
-993
-100% -$20.1K ﹤0.01% 1191
2024
Q1 		$20.3K Buy
996
+990
+16,500% +$19.2K ﹤0.01% 537
2023
Q4 		$65 Buy
6
+3
+100% +$52 ﹤0.01% 1307
2023
Q3 		$30 Sell
3
-153
-98% -$2.65K ﹤0.01% 1099
2023
Q2 		$46.6K Buy
156
+12
+8% +$196 0.13% 80
2023
Q1 		$94 Buy
+144
New +$2.25K ﹤0.01% 693
2020
Q1 		– Sell
-3,006
Closed -$39K – 1343
2019
Q4 		$39K Hold
3,006
– – 0.03% 758
2019
Q3 		$36K Sell
3,006
-4,362
-59% -$51.5K 0.03% 346
2019
Q2 		$87K Buy
7,368
+3,486
+90% +$40.3K 0.07% 246
2019
Q1 		$45K Buy
+3,882
New +$42.4K 0.04% 339

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UBS Group
UBS Group Zurich, Switzerland $564B 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 $1.72B AUM 13.51% 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 $1.14B AUM 12.97% 1-Year Est. Return