Gilbert & Cook’s Schwab US Broad Market ETF SCHB Stock Holding History

Gilbert & Cook’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	$550K	Hold	18,979	–	–	0.06%	146
2026 Q1	$476K	Hold	18,979	–	–	0.06%	150
2025 Q4	$498K	Hold	18,979	–	–	0.06%	156
2025 Q3	$488K	Hold	18,979	–	–	0.06%	148
2025 Q2	$452K	Sell	18,979 -5,296	-22%	-$117K	0.06%	151
2025 Q1	$523K	Hold	24,275	–	–	0.08%	134
2024 Q4	$551K	Sell	24,275 -1,300	-5%	-$29.7K	0.08%	124
2024 Q3	$567K	Hold	25,575	–	–	0.08%	122
2024 Q2	$536K	Sell	25,575 -1,950	-7%	-$39.5K	0.08%	116
2024 Q1	$560K	Sell	27,525 -825	-3%	-$16K	0.08%	130
2023 Q4	$526K	Hold	28,350	–	–	0.07%	126
2023 Q3	$471K	Hold	28,350	–	–	0.07%	130
2023 Q2	$489K	Hold	28,350	–	–	0.08%	108
2023 Q1	$452K	Hold	28,350	–	–	0.08%	110
2022 Q4	$423K	Hold	28,350	–	–	0.08%	120
2022 Q3	$417K	Hold	28,350	–	–	0.09%	121
2022 Q2	$418K	Hold	28,350	–	–	0.08%	119
2022 Q1	$505K	Hold	28,350	–	–	0.08%	109
2021 Q4	$534K	Hold	28,350	–	–	0.09%	107
2021 Q3	$491K	Hold	28,350	–	–	0.09%	107
2021 Q2	$493K	Sell	28,350 -660	-2%	-$11.2K	0.09%	102
2021 Q1	$468K	Hold	29,010	–	–	0.09%	95
2020 Q4	$440K	Hold	29,010	–	–	0.09%	88
2020 Q3	$385K	Hold	29,010	–	–	0.09%	84
2020 Q2	$355K	Buy	+29,010	New	+$334K	0.09%	82

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

Gilbert & Cook's SCHB Position: Q2 2026 in Review

Gilbert & Cook held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 18,979 shares worth $550K. The position accounts for 0.06% of the portfolio, ranked #146.

Gilbert & Cook first reported a position in SCHB in Q2 2020 and has held it in 25 quarters since. The position peaked at $567K in Q3 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Gilbert & Cook held 18,979 shares of Schwab US Broad Market ETF worth $550K as of Q2 2026.
Gilbert & Cook left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.06% of Gilbert & Cook's portfolio in Q2 2026, its #146 holding.
Gilbert & Cook first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 25 quarters since.
Gilbert & Cook's Schwab US Broad Market ETF position peaked at $567K in Q3 2024.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.