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Gilpin Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Gilpin Wealth 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 		$989K Buy
34,160
+1
+0% +$28 0.68% 44
2026
Q1 		$857K Buy
34,159
+275
+0.8% +$7.22K 0.68% 43
2025
Q4 		$889K Buy
+33,884
New +$882K 0.7% 41

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UBS Group
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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

Gilpin Wealth Management's SCHB Position: Q2 2026 in Review

Gilpin Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0% in Q2 2026, buying an estimated $28 and bringing the position to 34,160 shares worth $989K. The position accounts for 0.68% of the portfolio, ranked #44.

Gilpin Wealth Management first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Gilpin Wealth Management held 34,160 shares of Schwab US Broad Market ETF worth $989K as of Q2 2026.
  • Gilpin Wealth Management bought 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
  • Schwab US Broad Market ETF made up 0.68% of Gilpin Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Gilpin Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.