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

Financial Gravity Companies’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
2025
Q2 		$3.6K Buy
+151
New +$3.33K ﹤0.01% 705
2024
Q4 		$4.09K Buy
180
+57
+46% +$1.3K ﹤0.01% 691
2024
Q3 		$2.73K Buy
+123
New +$2.63K ﹤0.01% 470
2018
Q4 		$7K Buy
+678
New +$7.33K 0.01% 656

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Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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

Financial Gravity Companies's SCHB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2025: 151 shares worth $3.6K. The stake represents ﹤0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SCHB as recently as Q4 2024.

Financial Gravity Companies first reported a position in SCHB in Q4 2018 and has held it in 4 quarters since. The position peaked at $7K in Q4 2018. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Financial Gravity Companies held 151 shares of Schwab US Broad Market ETF worth $3.6K as of Q2 2025.
  • Schwab US Broad Market ETF was a new Financial Gravity Companies position in Q2 2025.
  • Schwab US Broad Market ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #705 holding.
  • Financial Gravity Companies first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 4 quarters since.
  • Financial Gravity Companies's Schwab US Broad Market ETF position peaked at $7K in Q4 2018.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.