Glassman Wealth Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Glassman Wealth Services’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	$364K	Buy	12,564 +6,985	+125%	+$196K	0.04%	63
2026 Q1	$140K	Sell	5,579 -3,331	-37%	-$87.4K	0.02%	82
2025 Q4	$234K	Hold	8,910	–	–	0.03%	71
2025 Q3	$229K	Sell	8,910 -7,936	-47%	-$196K	0.03%	71
2025 Q2	$401K	Buy	16,846 +11,267	+202%	+$248K	0.06%	49
2025 Q1	$120K	Hold	5,579	–	–	0.02%	81
2024 Q4	$127K	Buy	5,579 +1,991	+55%	+$45.5K	0.02%	76
2024 Q3	$79.6K	Hold	3,588	–	–	0.01%	93
2024 Q2	$75.2K	Hold	3,588	–	–	0.01%	97
2024 Q1	$73K	Hold	3,588	–	–	0.01%	99
2023 Q4	$66.6K	Hold	3,588	–	–	0.01%	387
2023 Q3	$59.6K	Hold	3,588	–	–	0.01%	377
2023 Q2	$61.8K	Hold	3,588	–	–	0.01%	353
2023 Q1	$57.2K	Hold	3,588	–	–	0.01%	380
2022 Q4	$53.6K	Hold	3,588	–	–	0.01%	404
2022 Q3	$50K	Hold	3,588	–	–	0.01%	388
2022 Q2	$53K	Hold	3,588	–	–	0.01%	378
2022 Q1	$64K	Hold	3,588	–	–	0.01%	350
2021 Q4	$68K	Hold	3,588	–	–	0.01%	314
2021 Q3	$62K	Hold	3,588	–	–	0.01%	317
2021 Q2	$62K	Hold	3,588	–	–	0.01%	306
2021 Q1	$58K	Hold	3,588	–	–	0.01%	298
2020 Q4	$54K	Hold	3,588	–	–	0.01%	323
2020 Q3	$48K	Hold	3,588	–	–	0.01%	300
2020 Q2	$44K	Hold	3,588	–	–	0.01%	268
2020 Q1	$36K	Hold	3,588	–	–	0.01%	269
2019 Q4	$46K	Hold	3,588	–	–	0.02%	268
2019 Q3	$42K	Hold	3,588	–	–	0.02%	263
2019 Q2	$42K	Buy	3,588 +828	+30%	+$9.56K	0.02%	268
2019 Q1	$31K	Sell	2,760 -900	-25%	-$9.83K	0.01%	300
2018 Q4	$37K	Buy	3,660 +900	+33%	+$9.73K	0.02%	225
2018 Q3	$32K	Hold	2,760	–	–	0.01%	262
2018 Q2	$30K	Hold	2,760	–	–	0.01%	248
2018 Q1	$29K	Hold	2,760	–	–	0.02%	236
2017 Q4	$30K	Buy	2,760 +1,152	+72%	+$12.1K	0.02%	209
2017 Q3	$16K	Hold	1,608	–	–	0.01%	255
2017 Q2	$16K	Hold	1,608	–	–	0.01%	258
2017 Q1	$15K	Hold	1,608	–	–	0.01%	298
2016 Q4	$15K	Hold	1,608	–	–	0.01%	305
2016 Q3	$14K	Hold	1,608	–	–	0.01%	266
2016 Q2	$13K	Hold	1,608	–	–	0.01%	287
2016 Q1	$13K	Hold	1,608	–	–	0.01%	276
2015 Q4	$13K	Buy	+1,608	New	+$13.3K	0.01%	280

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

Glassman Wealth Services's SCHB Position: Q2 2026 in Review

Glassman Wealth Services increased its Schwab US Broad Market ETF (SCHB) stake by 125% in Q2 2026, buying an estimated $196K and bringing the position to 12,564 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #63.

Glassman Wealth Services first reported a position in SCHB in Q4 2015 and has held it in 43 quarters since. The position peaked at $401K in Q2 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Glassman Wealth Services held 12,564 shares of Schwab US Broad Market ETF worth $364K as of Q2 2026.
Glassman Wealth Services bought 6,985 Schwab US Broad Market ETF shares in Q2 2026, an estimated $196K.
Schwab US Broad Market ETF made up 0.04% of Glassman Wealth Services's portfolio in Q2 2026, its #63 holding.
Glassman Wealth Services first reported a position in Schwab US Broad Market ETF in Q4 2015 and has held it in 43 quarters since.
Glassman Wealth Services's Schwab US Broad Market ETF position peaked at $401K in Q2 2025.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.