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Gainplan’s Schwab US Broad Market ETF SCHB Stock Holding History

Gainplan’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 		$412K Buy
14,226
+81
+0.6% +$2.27K 0.16% 40
2026
Q1 		$355K Hold
14,145
– – 0.27% 40
2025
Q4 		$371K Sell
14,145
-12
-0.1% -$312 0.14% 39
2025
Q3 		$364K Sell
14,157
-417
-3% -$10.3K 0.15% 41
2025
Q2 		$347K Sell
14,574
-9,018
-38% -$199K 0.16% 41
2025
Q1 		$508K Hold
23,592
– – 0.33% 30
2024
Q4 		$536K Sell
23,592
-561
-2% -$12.8K 0.2% 32
2024
Q3 		$506K Hold
24,153
– – 0.24% 34
2024
Q2 		$506K Sell
24,153
-198
-0.8% -$4.01K 0.24% 33
2024
Q1 		$496K Sell
24,351
-180
-0.7% -$3.48K 0.24% 33
2023
Q4 		$455K Sell
24,531
-726
-3% -$12.5K 0.24% 30
2023
Q3 		$420K Sell
25,257
-912
-3% -$15.8K 0.58% 26
2023
Q2 		$451K Sell
26,169
-1,341
-5% -$21.9K 0.25% 25
2023
Q1 		$439K Sell
27,510
-6,186
-18% -$96.7K 0.28% 24
2022
Q4 		$503K Sell
33,696
-1,806
-5% -$27.1K 1.2% 22
2022
Q3 		$497K Sell
35,502
-627
-2% -$9.75K 0.52% 18
2022
Q2 		$531K Sell
36,129
-1,425
-4% -$22.9K 0.35% 21
2022
Q1 		$668K Sell
37,554
-4,254
-10% -$74.7K 0.51% 22
2021
Q4 		$787K Sell
41,808
-4,134
-9% -$76.1K 0.34% 22
2021
Q3 		$793K Sell
45,942
-480
-1% -$8.54K 0.35% 24
2021
Q2 		$804K Sell
46,422
-1,212
-3% -$20.5K 0.32% 32
2021
Q1 		$765K Sell
47,634
-3,750
-7% -$59.1K 0.34% 27
2020
Q4 		$779K Sell
51,384
-786
-2% -$11.2K 0.41% 22
2020
Q3 		$692K Sell
52,170
-1,578
-3% -$20.7K 1.01% 15
2020
Q2 		$658K Sell
53,748
-5,682
-10% -$65.5K 0.43% 19
2020
Q1 		$599K Sell
59,430
-2,680,356
-98% -$32.4M 0.67% 12
2019
Q4 		$35.1M Sell
2,739,786
-972,306
-26% -$11.9M 18.48% 3
2019
Q3 		$43.9M Buy
+3,712,092
New +$43.9M 26.36% 2

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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 $103B AUM 28.65% 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

Gainplan's SCHB Position: Q2 2026 in Review

Gainplan increased its Schwab US Broad Market ETF (SCHB) stake by 0.57% in Q2 2026, buying an estimated $2.27K and bringing the position to 14,226 shares worth $412K. The position accounts for 0.16% of the portfolio, ranked #40.

Gainplan first reported a position in SCHB in Q3 2019 and has held it in 28 quarters since. The position peaked at $43.9M in Q3 2019. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Gainplan held 14,226 shares of Schwab US Broad Market ETF worth $412K as of Q2 2026.
  • Gainplan bought 81 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.27K.
  • Schwab US Broad Market ETF made up 0.16% of Gainplan's portfolio in Q2 2026, its #40 holding.
  • Gainplan first reported a position in Schwab US Broad Market ETF in Q3 2019 and has held it in 28 quarters since.
  • Gainplan's Schwab US Broad Market ETF position peaked at $43.9M in Q3 2019.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Gainplan's 13F filing for Q2 2026, filed 7 Jul 2026.