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Gerber Kawasaki Wealth & Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$1.12M Buy
38,677
+5,970
+18% +$167K 0.03% 168
2026
Q1 		$821K Buy
32,707
+1,245
+4% +$32.7K 0.03% 172
2025
Q4 		$825K Buy
31,462
+248
+0.8% +$6.46K 0.03% 169
2025
Q3 		$803K Buy
31,214
+168
+0.5% +$4.16K 0.03% 173
2025
Q2 		$740K Sell
31,046
-544
-2% -$12K 0.03% 165
2025
Q1 		$680K Sell
31,590
-39
-0.1% -$887 0.03% 163
2024
Q4 		$718K Sell
31,629
-405
-1% -$9.25K 0.03% 157
2024
Q3 		$710K Buy
32,034
+1,380
+5% +$29.5K 0.03% 151
2024
Q2 		$642K Buy
30,654
+399
+1% +$8.08K 0.03% 150
2024
Q1 		$616K Buy
30,255
+2,544
+9% +$49.2K 0.03% 158
2023
Q4 		$514K Buy
27,711
+162
+0.6% +$2.8K 0.03% 160
2023
Q3 		$458K Buy
27,549
+3,846
+16% +$66.6K 0.03% 163
2023
Q2 		$408K Buy
+23,703
New +$386K 0.03% 172
2023
Q1 		– Sell
-21,282
Closed -$318K – 267
2022
Q4 		$318K Sell
21,282
-37,470
-64% -$563K 0.03% 193
2022
Q3 		$822K Buy
58,752
+14,334
+32% +$223K 0.08% 126
2022
Q2 		$654K Buy
44,418
+11,364
+34% +$182K 0.06% 141
2022
Q1 		$588K Buy
33,054
+3,210
+11% +$56.3K 0.05% 150
2021
Q4 		$562K Buy
29,844
+1,236
+4% +$22.7K 0.04% 149
2021
Q3 		$495K Buy
28,608
+9,732
+52% +$173K 0.06% 106
2021
Q2 		$328K Sell
18,876
-4,650
-20% -$78.7K 0.03% 181
2021
Q1 		$379K Buy
23,526
+6,732
+40% +$106K 0.05% 150
2020
Q4 		$254K Buy
+16,794
New +$239K 0.04% 148

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Gerber Kawasaki Wealth & Investment Management's SCHB Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Schwab US Broad Market ETF (SCHB) stake by 18% in Q2 2026, buying an estimated $167K and bringing the position to 38,677 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #168.

Gerber Kawasaki Wealth & Investment Management first reported a position in SCHB in Q4 2020 and has held it in 22 quarters since. 971 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 38,677 shares of Schwab US Broad Market ETF worth $1.12M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 5,970 Schwab US Broad Market ETF shares in Q2 2026, an estimated $167K.
  • Schwab US Broad Market ETF made up 0.03% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #168 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 22 quarters since.
  • 971 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.