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GeoWealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

GeoWealth Management’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 		$6.07M Buy
209,667
+4,116
+2% +$115K 0.19% 66
2026
Q1 		$5.16M Buy
205,551
+88,781
+76% +$2.33M 0.19% 70
2025
Q4 		$3.06M Buy
116,770
+16,727
+17% +$435K 0.11% 115
2025
Q3 		$2.57M Buy
100,043
+388
+0.4% +$9.6K 0.09% 142
2025
Q2 		$2.37M Buy
99,655
+13,515
+16% +$298K 0.09% 132
2025
Q1 		$1.85M Sell
86,140
-9,425
-10% -$214K 0.07% 154
2024
Q4 		$2.17M Buy
95,565
+80,031
+515% +$1.83M 0.07% 177
2024
Q3 		$344K Buy
+15,534
New +$332K 0.01% 566
2024
Q2 		– Sell
-47,886
Closed -$975K – 936
2024
Q1 		$975K Buy
47,886
+29,286
+157% +$567K 0.04% 299
2023
Q4 		$345K Buy
+18,600
New +$321K 0.03% 391

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

GeoWealth Management's SCHB Position: Q2 2026 in Review

GeoWealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 2% in Q2 2026, buying an estimated $115K and bringing the position to 209,667 shares worth $6.07M. The position accounts for 0.19% of the portfolio, ranked #66.

GeoWealth Management first reported a position in SCHB in Q4 2023 and has held it in 10 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • GeoWealth Management held 209,667 shares of Schwab US Broad Market ETF worth $6.07M as of Q2 2026.
  • GeoWealth Management bought 4,116 Schwab US Broad Market ETF shares in Q2 2026, an estimated $115K.
  • Schwab US Broad Market ETF made up 0.19% of GeoWealth Management's portfolio in Q2 2026, its #66 holding.
  • GeoWealth Management first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.