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GC Wealth Management RIA’s Schwab US Broad Market ETF SCHB Stock Holding History

GC Wealth Management RIA’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 		$485K Sell
16,740
-438
-3% -$12.3K 0.03% 330
2026
Q1 		$431K Buy
17,178
+438
+3% +$11.5K 0.02% 370
2025
Q4 		$439K Buy
+16,740
New +$436K 0.02% 384

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 $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

GC Wealth Management RIA's SCHB Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Schwab US Broad Market ETF (SCHB) stake by 2.5% in Q2 2026, selling an estimated $12.3K and leaving 16,740 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #330.

GC Wealth Management RIA first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • GC Wealth Management RIA held 16,740 shares of Schwab US Broad Market ETF worth $485K as of Q2 2026.
  • GC Wealth Management RIA sold 438 Schwab US Broad Market ETF shares in Q2 2026, an estimated $12.3K.
  • Schwab US Broad Market ETF made up 0.03% of GC Wealth Management RIA's portfolio in Q2 2026, its #330 holding.
  • GC Wealth Management RIA first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.