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

Gibson Capital’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 		$490K Buy
16,929
+855
+5% +$23.9K 0.08% 51
2026
Q1 		$403K Sell
16,074
-946
-6% -$24.8K 0.08% 56
2025
Q4 		$446K Buy
17,020
+3
+0% +$78 0.08% 51
2025
Q3 		$438K Buy
17,017
+2
+0% +$50 0.08% 51
2025
Q2 		$405K Buy
17,015
+3
+0% +$66 0.08% 50
2025
Q1 		$366K Buy
+17,012
New +$387K 0.08% 50
2014
Q4 		– Sell
-46,548
Closed -$368K – 39
2014
Q3 		$368K Buy
+46,548
New +$372K 0.12% 23

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
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 $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

Gibson Capital's SCHB Position: Q2 2026 in Review

Gibson Capital increased its Schwab US Broad Market ETF (SCHB) stake by 5.3% in Q2 2026, buying an estimated $23.9K and bringing the position to 16,929 shares worth $490K. The position accounts for 0.08% of the portfolio, ranked #51.

Gibson Capital first reported a position in SCHB in Q3 2014 and has held it in 7 quarters since. 1,266 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Gibson Capital held 16,929 shares of Schwab US Broad Market ETF worth $490K as of Q2 2026.
  • Gibson Capital bought 855 Schwab US Broad Market ETF shares in Q2 2026, an estimated $23.9K.
  • Schwab US Broad Market ETF made up 0.08% of Gibson Capital's portfolio in Q2 2026, its #51 holding.
  • Gibson Capital first reported a position in Schwab US Broad Market ETF in Q3 2014 and has held it in 7 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Gibson Capital's 13F filing for Q2 2026, filed 13 Aug 2026.