FGC
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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
2026
Q2 		$956 Buy
+33
New +$924 ﹤0.01% 817
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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UBS Group
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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

Financial Gravity Companies's SCHB Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 33 shares worth $956. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SCHB as recently as Q2 2025.

Financial Gravity Companies first reported a position in SCHB in Q4 2018 and has held it in 5 quarters since. The position peaked at $7K in Q4 2018. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Financial Gravity Companies held 33 shares of Schwab US Broad Market ETF worth $956 as of Q2 2026.
  • Schwab US Broad Market ETF was a new Financial Gravity Companies position in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #817 holding.
  • Financial Gravity Companies first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 5 quarters since.
  • Financial Gravity Companies's Schwab US Broad Market ETF position peaked at $7K in Q4 2018.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.