GD
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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
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return