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Global Wealth Strategies & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-181
Closed -$4.54K – 387
2026
Q1 		$4.54K Hold
181
– – ﹤0.01% 367
2025
Q4 		$4.75K Hold
181
– – ﹤0.01% 366
2025
Q3 		$4.65K Buy
+181
New +$4.48K ﹤0.01% 345
2025
Q2 		– Sell
-500
Closed -$10.8K – 446
2025
Q1 		$10.8K Sell
500
-565
-53% -$12.9K ﹤0.01% 251
2024
Q4 		$24.2K Hold
1,065
– – 0.01% 155
2024
Q3 		$23.6K Hold
1,065
– – 0.01% 136
2024
Q2 		$22.3K Hold
1,065
– – 0.01% 122
2024
Q1 		$21.7K Hold
1,065
– – 0.01% 130
2023
Q4 		$19.8K Hold
1,065
– – 0.01% 122
2023
Q3 		$17.7K Buy
+1,065
New +$18.4K 0.01% 122
2023
Q2 		– Sell
-210
Closed -$3.35K – 344
2023
Q1 		$3.35K Hold
210
– – ﹤0.01% 230
2022
Q4 		$3.14K Buy
+210
New +$3.16K ﹤0.01% 241

Other funds holding SCHB

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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 $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

Global Wealth Strategies & Associates's SCHB Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 181 shares — an estimated $4.54K sold.

Global Wealth Strategies & Associates first reported a position in SCHB in Q4 2022 and held it in 12 quarters. The position peaked at $24.2K in Q4 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 181 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.54K.
  • Global Wealth Strategies & Associates first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 12 quarters.
  • Global Wealth Strategies & Associates's Schwab US Broad Market ETF position peaked at $24.2K in Q4 2024.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.