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Godsey & Gibb Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Godsey & Gibb Inc’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 		$83.7K Sell
2,889
-6
-0.2% -$168 0.01% 148
2026
Q1 		$72.7K Hold
2,895
– – 0.01% 150
2025
Q4 		$75.9K Hold
2,895
– – 0.01% 154
2025
Q3 		$74.4K Hold
2,895
– – 0.01% 155
2025
Q2 		$69K Buy
2,895
+792
+38% +$17.4K 0.01% 148
2025
Q1 		$45.3K Hold
2,103
– – ﹤0.01% 171
2024
Q4 		$47.7K Hold
2,103
– – ﹤0.01% 172
2024
Q3 		$46.6K Hold
2,103
– – ﹤0.01% 185
2024
Q2 		$44.1K Hold
2,103
– – ﹤0.01% 196
2024
Q1 		$42.8K Sell
2,103
-189
-8% -$3.66K ﹤0.01% 173
2023
Q4 		$42.6K Hold
2,292
– – ﹤0.01% 172
2023
Q3 		$38.1K Sell
2,292
-36
-2% -$623 ﹤0.01% 178
2023
Q2 		$40.1K Hold
2,328
– – ﹤0.01% 185
2023
Q1 		$37.2K Sell
2,328
-189
-8% -$2.96K ﹤0.01% 179
2022
Q4 		$37.6K Buy
+2,517
New +$37.8K 0.01% 130

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

Godsey & Gibb Inc's SCHB Position: Q2 2026 in Review

Godsey & Gibb Inc reduced its Schwab US Broad Market ETF (SCHB) stake by 0.21% in Q2 2026, selling an estimated $168 and leaving 2,889 shares worth $83.7K. The position accounts for 0.01% of the portfolio, ranked #148.

Godsey & Gibb Inc first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Godsey & Gibb Inc held 2,889 shares of Schwab US Broad Market ETF worth $83.7K as of Q2 2026.
  • Godsey & Gibb Inc sold 6 Schwab US Broad Market ETF shares in Q2 2026, an estimated $168.
  • Schwab US Broad Market ETF made up 0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #148 holding.
  • Godsey & Gibb Inc first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.