Gradient Capital Advisors
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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
Q3 		$2.01M Sell
68,536
-1,402
-2% -$41.1K 0.46% 53
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% +$9.7K 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 		$1.68M 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 		$1.2M 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

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Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Morton Brown Family Wealth
Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Gradient Capital Advisors's SCHB Position: Q3 2026 in Review

Gradient Capital Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 2% in Q3 2026, selling an estimated $41.1K and leaving 68,536 shares worth $2.01M. The position accounts for 0.46% of the portfolio, ranked #53.

Gradient Capital Advisors first reported a position in SCHB in Q4 2017 and has held it in 36 quarters since. The position peaked at $2.03M in Q2 2026. 505 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Gradient Capital Advisors held 68,536 shares of Schwab US Broad Market ETF worth $2.01M as of Q3 2026.
  • Gradient Capital Advisors sold 1,402 Schwab US Broad Market ETF shares in Q3 2026, an estimated $41.1K.
  • Schwab US Broad Market ETF made up 0.46% of Gradient Capital Advisors's portfolio in Q3 2026, its #53 holding.
  • Gradient Capital Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 36 quarters since.
  • Gradient Capital Advisors's Schwab US Broad Market ETF position peaked at $2.03M in Q2 2026.
  • 505 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.