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Gleason Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Gleason Group’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 		$3.27M Buy
112,962
+5,370
+5% +$150K 0.29% 25
2026
Q1 		$2.7M Buy
107,592
+401
+0.4% +$10.5K 0.27% 26
2025
Q4 		$2.81M Buy
107,191
+232
+0.2% +$6.04K 0.28% 25
2025
Q3 		$2.75M Buy
106,959
+2,918
+3% +$72.2K 0.28% 25
2025
Q2 		$2.48M Buy
104,041
+975
+0.9% +$21.5K 0.27% 27
2025
Q1 		$2.22M Buy
103,066
+1,164
+1% +$26.5K 0.4% 23
2024
Q4 		$2.31M Buy
101,902
+9,763
+11% +$223K 0.41% 22
2024
Q3 		$2.04M Buy
92,139
+609
+0.7% +$13K 0.37% 22
2024
Q2 		$1.92M Buy
91,530
+1,470
+2% +$29.8K 0.39% 24
2024
Q1 		$1.83M Buy
90,060
+1,026
+1% +$19.9K 0.38% 23
2023
Q4 		$1.65M Buy
89,034
+13,494
+18% +$233K 0.38% 23
2023
Q3 		$1.26M Buy
75,540
+5,277
+8% +$91.3K 0.33% 25
2023
Q2 		$1.21M Buy
70,263
+330
+0.5% +$5.38K 0.31% 27
2023
Q1 		$1.12M Buy
69,933
+510
+0.7% +$7.97K 0.32% 30
2022
Q4 		$1.04M Buy
+69,423
New +$1.04M 0.33% 31
2021
Q2 		– Sell
-42
Closed -$1K – 202
2021
Q1 		$1K Buy
+42
New +$662 ﹤0.01% 194

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
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 $104B AUM 28.3% 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

Gleason Group's SCHB Position: Q2 2026 in Review

Gleason Group increased its Schwab US Broad Market ETF (SCHB) stake by 5% in Q2 2026, buying an estimated $150K and bringing the position to 112,962 shares worth $3.27M. The position accounts for 0.29% of the portfolio, ranked #25.

Gleason Group first reported a position in SCHB in Q1 2021 and has held it in 16 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Gleason Group held 112,962 shares of Schwab US Broad Market ETF worth $3.27M as of Q2 2026.
  • Gleason Group bought 5,370 Schwab US Broad Market ETF shares in Q2 2026, an estimated $150K.
  • Schwab US Broad Market ETF made up 0.29% of Gleason Group's portfolio in Q2 2026, its #25 holding.
  • Gleason Group first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 16 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.