Grandfield & Dodd’s Schwab US Broad Market ETF SCHB Stock Holding History

Grandfield & Dodd’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	$309K	Sell	10,539 -700	-6%	-$20.5K	0.02%	187
2026 Q2	$325K	Sell	11,239 -525	-4%	-$14.7K	0.02%	182
2026 Q1	$295K	Sell	11,764 -215	-2%	-$5.64K	0.02%	183
2025 Q4	$314K	Sell	11,979 -38	-0.3%	-$989	0.02%	175
2025 Q3	$309K	Sell	12,017 -225	-2%	-$5.57K	0.02%	179
2025 Q2	$292K	Hold	12,242	–	–	0.02%	179
2025 Q1	$264K	Sell	12,242 -175	-1%	-$3.98K	0.02%	178
2024 Q4	$282K	Hold	12,417	–	–	0.02%	178
2024 Q3	$275K	Sell	12,417 -9	-0.1%	-$192	0.02%	184
2024 Q2	$260K	Buy	12,426 +42	+0.3%	+$851	0.02%	185
2024 Q1	$252K	Sell	12,384 -45	-0.4%	-$871	0.02%	186
2023 Q4	$231K	Buy	12,429 +9	+0.1%	+$155	0.02%	183
2023 Q3	$206K	Buy	+12,420	New	+$215K	0.02%	182
2022 Q2	–	Sell	-12,222	Closed	-$220K	–	202
2022 Q1	$220K	Buy	12,222 +240	+2%	+$4.21K	0.01%	194
2021 Q4	$230K	Buy	+11,982	New	+$220K	0.01%	192

Other funds holding SCHB

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Grandfield & Dodd's SCHB Position: Q3 2026 in Review

Grandfield & Dodd reduced its Schwab US Broad Market ETF (SCHB) stake by 6.2% in Q3 2026, selling an estimated $20.5K and leaving 10,539 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #187.

Grandfield & Dodd first reported a position in SCHB in Q4 2021 and has held it in 15 quarters since. The position peaked at $325K in Q2 2026. 698 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Grandfield & Dodd held 10,539 shares of Schwab US Broad Market ETF worth $309K as of Q3 2026.
Grandfield & Dodd sold 700 Schwab US Broad Market ETF shares in Q3 2026, an estimated $20.5K.
Schwab US Broad Market ETF made up 0.02% of Grandfield & Dodd's portfolio in Q3 2026, its #187 holding.
Grandfield & Dodd first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 15 quarters since.
Grandfield & Dodd's Schwab US Broad Market ETF position peaked at $325K in Q2 2026.
698 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Grandfield & Dodd's 13F filing for Q3 2026, filed 29 Oct 2026.