Grandview Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Grandview Asset Management’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	$951K	Buy	32,833 +7,189	+28%	+$201K	0.24%	64
2026 Q1	$664K	Buy	+25,644	New	+$673K	0.19%	74
2021 Q2	–	Sell	-4,746	Closed	-$77K	–	390
2021 Q1	$77K	Buy	+4,746	New	+$74.8K	0.04%	178

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Grandview Asset Management's SCHB Position: Q2 2026 in Review

Grandview Asset Management increased its Schwab US Broad Market ETF (SCHB) stake by 28% in Q2 2026, buying an estimated $201K and bringing the position to 32,833 shares worth $951K. The position accounts for 0.24% of the portfolio, ranked #64.

Grandview Asset Management first reported a position in SCHB in Q1 2021 and has held it in 3 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Grandview Asset Management held 32,833 shares of Schwab US Broad Market ETF worth $951K as of Q2 2026.
Grandview Asset Management bought 7,189 Schwab US Broad Market ETF shares in Q2 2026, an estimated $201K.
Schwab US Broad Market ETF made up 0.24% of Grandview Asset Management's portfolio in Q2 2026, its #64 holding.
Grandview Asset Management first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 3 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.