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GG Group Ventures’s Schwab US Broad Market ETF SCHB Stock Holding History

GG Group Ventures’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
2024
Q4 		$279K Sell
12,285
-24,570
-67% -$561K 0.37% 43
2024
Q3 		$283K Buy
36,855
+23,145
+169% +$494K 0.41% 44
2024
Q2 		$287K Buy
+13,710
New +$278K 0.4% 40

Other funds holding SCHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GG Group Ventures's SCHB Position: Q4 2024 in Review

GG Group Ventures reduced its Schwab US Broad Market ETF (SCHB) stake by 67% in Q4 2024, selling an estimated $561K and leaving 12,285 shares worth $279K. The position accounts for 0.37% of the portfolio, ranked #43.

GG Group Ventures first reported a position in SCHB in Q2 2024 and has held it in 3 quarters since. The position peaked at $287K in Q2 2024. 1,180 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • GG Group Ventures held 12,285 shares of Schwab US Broad Market ETF worth $279K as of Q4 2024.
  • GG Group Ventures sold 24,570 Schwab US Broad Market ETF shares in Q4 2024, an estimated $561K.
  • Schwab US Broad Market ETF made up 0.37% of GG Group Ventures's portfolio in Q4 2024, its #43 holding.
  • GG Group Ventures first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 3 quarters since.
  • GG Group Ventures's Schwab US Broad Market ETF position peaked at $287K in Q2 2024.
  • 1,180 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on GG Group Ventures's 13F filing for Q4 2024, filed 14 Feb 2025.