GG
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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 – 203
2021
Q1 		$1K Buy
+42
New +$662 ﹤0.01% 194

Other funds holding SCHB

HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
WC
Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return