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

GGM 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
2025
Q1 		$1.01M Sell
47,790
-382
-0.8% -$8.69K 0.56% 47
2024
Q4 		$1.09M Sell
48,172
-2,084
-4% -$47.6K 0.57% 44
2024
Q3 		$1.11M Sell
50,256
-117
-0.2% -$2.5K 0.48% 43
2024
Q2 		$1.06M Sell
50,373
-2,718
-5% -$55.1K 0.48% 47
2024
Q1 		$1.07M Buy
53,091
+2,823
+6% +$54.6K 0.5% 47
2023
Q4 		$952K Buy
50,268
+1,968
+4% +$34K 0.39% 50
2023
Q3 		$803K Sell
48,300
-54
-0.1% -$935 0.35% 53
2023
Q2 		$834K Buy
48,354
+240
+0.5% +$3.91K 0.34% 55
2023
Q1 		$767K Sell
48,114
-3
-0% -$47 0.44% 39
2022
Q4 		$729K Sell
48,117
-8,007
-14% -$120K 0.38% 51
2022
Q3 		$844K Buy
56,124
+3,039
+6% +$47.3K 0.46% 47
2022
Q2 		$790K Buy
53,085
+6,705
+14% +$108K 0.44% 48
2022
Q1 		$811K Sell
46,380
-65,760
-59% -$1.15M 0.41% 53
2021
Q4 		$2.08M Buy
112,140
+4,812
+4% +$88.5K 1.65% 14
2021
Q3 		$1.97M Buy
+107,328
New +$1.91M 1.57% 15

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $9.44B AUM 18.1% 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 $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

GGM Wealth Advisors's SCHB Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.79% in Q1 2025, selling an estimated $8.69K and leaving 47,790 shares worth $1.01M. The position accounts for 0.56% of the portfolio, ranked #47.

GGM Wealth Advisors first reported a position in SCHB in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.08M in Q4 2021. 1,171 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • GGM Wealth Advisors held 47,790 shares of Schwab US Broad Market ETF worth $1.01M as of Q1 2025.
  • GGM Wealth Advisors sold 382 Schwab US Broad Market ETF shares in Q1 2025, an estimated $8.69K.
  • Schwab US Broad Market ETF made up 0.56% of GGM Wealth Advisors's portfolio in Q1 2025, its #47 holding.
  • GGM Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q3 2021 and has held it in 15 quarters since.
  • GGM Wealth Advisors's Schwab US Broad Market ETF position peaked at $2.08M in Q4 2021.
  • 1,171 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.