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Geometric Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Geometric Wealth Advisors’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 		$2.76M Buy
95,454
+6,148
+7% +$172K 0.3% 13
2026
Q1 		$2.24M Sell
89,306
-1,065
-1% -$27.9K 0.28% 13
2025
Q4 		$2.37M Sell
90,371
-379
-0.4% -$9.87K 0.3% 13
2025
Q3 		$2.33M Buy
90,750
+1,084
+1% +$26.8K 0.31% 13
2025
Q2 		$2.14M Buy
89,666
+377
+0.4% +$8.3K 0.32% 14
2025
Q1 		$1.92M Buy
89,289
+571
+0.6% +$13K 0.33% 13
2024
Q4 		$2.01M Buy
88,718
+2,591
+3% +$59.2K 0.37% 14
2024
Q3 		$1.91M Sell
86,127
-3,819
-4% -$81.5K 0.35% 13
2024
Q2 		$1.88M Buy
89,946
+4,740
+6% +$96K 0.39% 11
2024
Q1 		$1.73M Buy
85,206
+870
+1% +$16.8K 0.41% 8
2023
Q4 		$1.56M Buy
84,336
+768
+0.9% +$13.3K 0.42% 8
2023
Q3 		$1.39M Buy
83,568
+1,452
+2% +$25.1K 0.43% 8
2023
Q2 		$1.44M Buy
82,116
+294
+0.4% +$4.79K 0.45% 7
2023
Q1 		$1.31M Buy
81,822
+2,916
+4% +$45.6K 0.46% 6
2022
Q4 		$1.18M Sell
78,906
-3,063
-4% -$46K 0.48% 6
2022
Q3 		$1.15M Sell
81,969
-576
-0.7% -$8.96K 0.55% 5
2022
Q2 		$1.22M Buy
82,545
+273
+0.3% +$4.38K 0.61% 8
2022
Q1 		$1.46M Buy
82,272
+69,732
+556% +$1.22M 4.39% 5
2021
Q4 		$236K Buy
+12,540
New +$231K 0.11% 19

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

Geometric Wealth Advisors's SCHB Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 6.9% in Q2 2026, buying an estimated $172K and bringing the position to 95,454 shares worth $2.76M. The position accounts for 0.3% of the portfolio, ranked #13.

Geometric Wealth Advisors first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Geometric Wealth Advisors held 95,454 shares of Schwab US Broad Market ETF worth $2.76M as of Q2 2026.
  • Geometric Wealth Advisors bought 6,148 Schwab US Broad Market ETF shares in Q2 2026, an estimated $172K.
  • Schwab US Broad Market ETF made up 0.3% of Geometric Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Geometric Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.