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	Hold	3	–	–	﹤0.01%	1191
2024 Q1	$38	Hold	3	–	–	﹤0.01%	1063
2023 Q4	$35	Buy	+3	New	+$52	﹤0.01%	1182
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

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

Financial Gravity Asset Management's SCHB Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Schwab US Broad Market ETF (SCHB) stake by 1,000% in Q1 2026, buying an estimated $787 and bringing the position to 33 shares worth $828. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Financial Gravity Asset Management first reported a position in SCHB in Q1 2019 and has held it in 11 quarters since. The position peaked at $87K in Q2 2019. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Financial Gravity Asset Management held 33 shares of Schwab US Broad Market ETF worth $828 as of Q1 2026.
Financial Gravity Asset Management bought 30 Schwab US Broad Market ETF shares in Q1 2026, an estimated $787.
Schwab US Broad Market ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #773 holding.
Financial Gravity Asset Management first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 11 quarters since.
Financial Gravity Asset Management's Schwab US Broad Market ETF position peaked at $87K in Q2 2019.
1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.