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

Gibraltar Capital 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	$209K	Sell	7,218 -1,443	-17%	-$40.4K	0.03%	123
2026 Q1	$217K	Hold	8,661	–	–	0.04%	119
2025 Q4	$227K	Buy	+8,661	New	+$225K	0.04%	112
2025 Q3	–	Sell	-17,322	Closed	-$413K	–	117
2025 Q2	$413K	Hold	17,322	–	–	0.08%	88
2025 Q1	$373K	Hold	17,322	–	–	0.08%	85
2024 Q4	$393K	Hold	17,322	–	–	0.17%	40
2024 Q3	$384K	Buy	+17,322	New	+$370K	0.17%	40

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Gibraltar Capital Management's SCHB Position: Q2 2026 in Review

Gibraltar Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 17% in Q2 2026, selling an estimated $40.4K and leaving 7,218 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #123.

Gibraltar Capital Management first reported a position in SCHB in Q3 2024 and has held it in 7 quarters since. The position peaked at $413K in Q2 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Gibraltar Capital Management held 7,218 shares of Schwab US Broad Market ETF worth $209K as of Q2 2026.
Gibraltar Capital Management sold 1,443 Schwab US Broad Market ETF shares in Q2 2026, an estimated $40.4K.
Schwab US Broad Market ETF made up 0.03% of Gibraltar Capital Management's portfolio in Q2 2026, its #123 holding.
Gibraltar Capital Management first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 7 quarters since.
Gibraltar Capital Management's Schwab US Broad Market ETF position peaked at $413K in Q2 2025.
1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Gibraltar Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.