Golden State Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Golden State Wealth 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	$8.45K	Buy	291 +285	+4,750%	+$7.98K	﹤0.01%	1148
2026 Q1	$152	Sell	6 -2,303	-100%	-$60.4K	﹤0.01%	1561
2025 Q4	$60.6K	Buy	2,309 +7	+0.3%	+$182	0.01%	644
2025 Q3	$59.2K	Buy	2,302 +13	+0.6%	+$322	0.01%	631
2025 Q2	$54.6K	Buy	2,289 +2,235	+4,139%	+$49.2K	0.01%	622
2025 Q1	$1.16K	Hold	54	–	–	﹤0.01%	1405
2024 Q4	$1.23K	Buy	+54	New	+$1.23K	﹤0.01%	1327
2020 Q1	–	Sell	-4,608,684	Closed	-$59.1M	–	1004
2019 Q4	$59.1M	Buy	+4,608,684	New	+$56.5M	11.28%	2

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Golden State Wealth Management's SCHB Position: Q2 2026 in Review

Golden State Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 4,750% in Q2 2026, buying an estimated $7.98K and bringing the position to 291 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Golden State Wealth Management first reported a position in SCHB in Q4 2019 and has held it in 8 quarters since. The position peaked at $59.1M in Q4 2019. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Golden State Wealth Management held 291 shares of Schwab US Broad Market ETF worth $8.45K as of Q2 2026.
Golden State Wealth Management bought 285 Schwab US Broad Market ETF shares in Q2 2026, an estimated $7.98K.
Schwab US Broad Market ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1148 holding.
Golden State Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 8 quarters since.
Golden State Wealth Management's Schwab US Broad Market ETF position peaked at $59.1M in Q4 2019.
1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.