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Goelzer Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Goelzer Investment Management’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 		$603K Buy
20,807
+149
+0.7% +$4.17K 0.03% 216
2026
Q1 		$519K Sell
20,658
-1,049
-5% -$27.5K 0.03% 223
2025
Q4 		$569K Sell
21,707
-5,473
-20% -$142K 0.03% 205
2025
Q3 		$699K Buy
27,180
+1,866
+7% +$46.2K 0.04% 169
2025
Q2 		$603K Buy
25,314
+2,886
+13% +$63.6K 0.03% 177
2025
Q1 		$483K Buy
+22,428
New +$510K 0.03% 185

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 $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

Goelzer Investment Management's SCHB Position: Q2 2026 in Review

Goelzer Investment Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.72% in Q2 2026, buying an estimated $4.17K and bringing the position to 20,807 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #216.

Goelzer Investment Management first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. The position peaked at $699K in Q3 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Goelzer Investment Management held 20,807 shares of Schwab US Broad Market ETF worth $603K as of Q2 2026.
  • Goelzer Investment Management bought 149 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.17K.
  • Schwab US Broad Market ETF made up 0.03% of Goelzer Investment Management's portfolio in Q2 2026, its #216 holding.
  • Goelzer Investment Management first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • Goelzer Investment Management's Schwab US Broad Market ETF position peaked at $699K in Q3 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.