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GPS Wealth Strategies Group’s Schwab US Broad Market ETF SCHB Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-20,125
Closed -$517K – 1386
2025
Q3 		$517K Buy
20,125
+19,675
+4,372% +$487K 0.05% 188
2025
Q2 		$10.7K Hold
450
– – ﹤0.01% 1012
2025
Q1 		$9.69K Hold
450
– – ﹤0.01% 1008
2024
Q4 		$10.2K Hold
450
– – ﹤0.01% 945
2024
Q3 		$9.98K Hold
450
– – ﹤0.01% 945
2024
Q2 		$9.43K Sell
450
-1,071
-70% -$21.7K ﹤0.01% 926
2024
Q1 		$31K Hold
1,521
– – 0.01% 622
2023
Q4 		$28.2K Hold
1,521
– – 0.01% 618
2023
Q3 		$25.3K Buy
1,521
+210
+16% +$3.63K ﹤0.01% 640
2023
Q2 		$22.6K Buy
1,311
+111
+9% +$1.81K ﹤0.01% 669
2023
Q1 		$19.1K Buy
+1,200
New +$18.8K ﹤0.01% 695
2022
Q4 		– Sell
-600
Closed -$8K – 896
2022
Q3 		$8K Buy
600
+114
+23% +$1.77K ﹤0.01% 816
2022
Q2 		$7K Buy
486
+243
+100% +$3.9K ﹤0.01% 831
2022
Q1 		$4K Buy
243
+45
+23% +$790 ﹤0.01% 904
2021
Q4 		$4K Buy
198
+66
+50% +$1.21K ﹤0.01% 913
2021
Q3 		$2K Sell
132
-1,638
-93% -$29.1K ﹤0.01% 961
2021
Q2 		$31K Buy
+1,770
New +$30K 0.01% 507

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

GPS Wealth Strategies Group's SCHB Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 20,125 shares — an estimated $517K sold.

GPS Wealth Strategies Group first reported a position in SCHB in Q2 2021 and held it in 17 quarters. The position peaked at $517K in Q3 2025. 1,309 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 20,125 Schwab US Broad Market ETF shares in Q4 2025, an estimated $517K.
  • GPS Wealth Strategies Group first reported a position in Schwab US Broad Market ETF in Q2 2021 and held it in 17 quarters.
  • GPS Wealth Strategies Group's Schwab US Broad Market ETF position peaked at $517K in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.