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Gradient Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Gradient Capital Advisors’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 		$2.03M Buy
69,938
+388
+0.6% +$10.9K 0.47% 52
2026
Q1 		$1.75M Buy
69,550
+324
+0.5% +$8.5K 0.45% 52
2025
Q4 		$1.82M Sell
69,226
-7,088
-9% -$185K 0.47% 48
2025
Q3 		$1.96M Sell
76,314
-2,111
-3% -$52.3K 0.53% 47
2025
Q2 		$1.87M Buy
78,425
+995
+1% +$21.9K 0.55% 45
2025
Q1 		$1.67M Sell
77,430
-123
-0.2% -$2.8K 0.54% 44
2024
Q4 		$1.76M Sell
77,553
-705
-0.9% -$16.1K 0.57% 41
2024
Q3 		$1.74M Buy
78,258
+456
+0.6% +$9.74K 0.57% 42
2024
Q2 		$1.63M Sell
77,802
-906
-1% -$18.4K 0.58% 42
2024
Q1 		$1.6M Buy
78,708
+912
+1% +$17.6K 0.59% 41
2023
Q4 		$1.44M Sell
77,796
-606
-0.8% -$10.5K 0.55% 40
2023
Q3 		$1.3M Buy
78,402
+1,005
+1% +$17.4K 0.54% 42
2023
Q2 		$1.33M Buy
77,397
+234
+0.3% +$3.81K 0.53% 41
2023
Q1 		$1.23M Buy
77,163
+2,568
+3% +$40.2K 0.52% 43
2022
Q4 		$1.11M Buy
74,595
+1,362
+2% +$20.5K 0.51% 48
2022
Q3 		$1.02M Sell
73,233
-7,398
-9% -$115K 0.49% 48
2022
Q2 		$1.19M Sell
80,631
-2,934
-4% -$47.1K 0.57% 46
2022
Q1 		$1.49M Sell
83,565
-5,901
-7% -$104K 0.63% 39
2021
Q4 		$1.69M Sell
89,466
-822
-0.9% -$15.1K 0.7% 35
2021
Q3 		$1.56M Sell
90,288
-1,980
-2% -$35.2K 0.72% 34
2021
Q2 		$1.6M Buy
92,268
+3,336
+4% +$56.5K 0.75% 32
2021
Q1 		$1.43M Sell
88,932
-672
-0.7% -$10.6K 0.76% 30
2020
Q4 		$1.36M Sell
89,604
-1,206
-1% -$17.2K 0.77% 30
2020
Q3 		$1.21M Sell
90,810
-3,324
-4% -$43.7K 0.75% 34
2020
Q2 		$1.15M Buy
94,134
+1,332
+1% +$15.4K 0.78% 35
2020
Q1 		$935K Sell
92,802
-6,096
-6% -$73.8K 0.75% 35
2019
Q4 		$1.27M Buy
98,898
+102
+0.1% +$1.25K 0.88% 32
2019
Q3 		$1.17M Sell
98,796
-4,950
-5% -$58.5K 0.87% 33
2019
Q2 		$1.22M Buy
103,746
+84
+0.1% +$970 0.94% 30
2019
Q1 		$1.18M Sell
103,662
-2,484
-2% -$27.1K 0.94% 29
2018
Q4 		$1.06M Buy
106,146
+27,498
+35% +$297K 0.92% 29
2018
Q3 		$923K Sell
78,648
-1,536
-2% -$17.7K 0.78% 29
2018
Q2 		$882K Buy
80,184
+10,182
+15% +$111K 0.82% 31
2018
Q1 		$744K Sell
70,002
-3,714
-5% -$40.8K 0.74% 30
2017
Q4 		$793K Buy
+73,716
New +$773K 0.81% 28

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Gradient Capital Advisors's SCHB Position: Q2 2026 in Review

Gradient Capital Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.56% in Q2 2026, buying an estimated $10.9K and bringing the position to 69,938 shares worth $2.03M. The position accounts for 0.47% of the portfolio, ranked #52.

Gradient Capital Advisors first reported a position in SCHB in Q4 2017 and has held it in 35 quarters since. 326 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Gradient Capital Advisors held 69,938 shares of Schwab US Broad Market ETF worth $2.03M as of Q2 2026.
  • Gradient Capital Advisors bought 388 Schwab US Broad Market ETF shares in Q2 2026, an estimated $10.9K.
  • Schwab US Broad Market ETF made up 0.47% of Gradient Capital Advisors's portfolio in Q2 2026, its #52 holding.
  • Gradient Capital Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 35 quarters since.
  • 326 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.