Glass Jacobson Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Glass Jacobson Investment 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
2026 Q2	$28.6K	Buy	988 +81	+9%	+$2.27K	0.01%	386
2026 Q1	$22.8K	Sell	907 -99	-10%	-$2.6K	0.01%	403
2025 Q4	$26.4K	Buy	1,006 +40	+4%	+$1.04K	0.01%	377
2025 Q3	$24.8K	Buy	966 +16	+2%	+$396	0.01%	376
2025 Q2	$22.6K	Sell	950 -59,463	-98%	-$1.31M	0.01%	374
2025 Q1	$1.37M	Hold	60,413	–	–	0.45%	70
2024 Q4	$1.37M	Buy	60,413 +8	+0%	+$183	0.45%	70
2024 Q3	$1.34M	Buy	60,405 +9,546	+19%	+$204K	0.44%	72
2024 Q2	$1.07M	Buy	50,859 +1,077	+2%	+$21.8K	0.39%	80
2024 Q1	$1.01M	Buy	49,782 +3,756	+8%	+$72.7K	0.38%	83
2023 Q4	$854K	Buy	46,026 +8,565	+23%	+$148K	0.35%	88
2023 Q3	$622K	Buy	37,461 +12	+0%	+$208	0.29%	103
2023 Q2	$645K	Buy	+37,449	New	+$610K	0.3%	101
2022 Q4	$549K	Buy	+36,786	New	+$553K	0.27%	109

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

Glass Jacobson Investment Advisors's SCHB Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 8.9% in Q2 2026, buying an estimated $2.27K and bringing the position to 988 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #386.

Glass Jacobson Investment Advisors first reported a position in SCHB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.37M in Q1 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Glass Jacobson Investment Advisors held 988 shares of Schwab US Broad Market ETF worth $28.6K as of Q2 2026.
Glass Jacobson Investment Advisors bought 81 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.27K.
Schwab US Broad Market ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #386 holding.
Glass Jacobson Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's Schwab US Broad Market ETF position peaked at $1.37M in Q1 2025.
1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.