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

Grant Street 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 		$1.54M Buy
53,288
+184
+0.3% +$5.15K 0.25% 27
2026
Q1 		$1.33M Buy
53,104
+1,093
+2% +$28.7K 0.26% 27
2025
Q4 		$1.36M Buy
52,011
+576
+1% +$15K 0.27% 25
2025
Q3 		$1.32M Sell
51,435
-38
-0.1% -$941 0.28% 26
2025
Q2 		$1.23M Buy
51,473
+20
+0% +$441 0.28% 28
2025
Q1 		$1.11M Buy
51,453
+128
+0.2% +$2.91K 0.27% 26
2024
Q4 		$1.17M Buy
51,325
+880
+2% +$20.1K 0.3% 28
2024
Q3 		$1.12M Sell
50,445
-2,517
-5% -$53.7K 0.33% 27
2024
Q2 		$1.11M Buy
52,962
+1,179
+2% +$23.9K 0.35% 26
2024
Q1 		$1.05M Sell
51,783
-11,064
-18% -$214K 0.34% 27
2023
Q4 		$1.17M Buy
62,847
+2,367
+4% +$40.9K 0.41% 24
2023
Q3 		$1M Sell
60,480
-102
-0.2% -$1.76K 0.4% 24
2023
Q2 		$1.04M Buy
60,582
+870
+1% +$14.2K 0.4% 24
2023
Q1 		$952K Sell
59,712
-1,149
-2% -$18K 0.39% 20
2022
Q4 		$909K Sell
60,861
-159
-0.3% -$2.39K 0.39% 21
2022
Q3 		$854K Buy
61,020
+951
+2% +$14.8K 0.38% 20
2022
Q2 		$885 Buy
60,069
+1,533
+3% +$24.6K 0.46% 20
2022
Q1 		$1.04M Sell
58,536
-1,938
-3% -$34K 0.58% 17
2021
Q4 		$1.14M Buy
60,474
+3,702
+7% +$68.1K 0.6% 13
2021
Q3 		$983K Buy
56,772
+47,340
+502% +$842K 0.58% 13
2021
Q2 		$233K Sell
9,432
-46,632
-83% -$789K 0.14% 35
2021
Q1 		$904K Sell
56,064
-246
-0.4% -$3.88K 0.5% 12
2020
Q4 		$854K Buy
56,310
+468
+0.8% +$6.67K 0.46% 11
2020
Q3 		$741K Sell
55,842
-36
-0.1% -$473 0.44% 12
2020
Q2 		$684K Buy
+55,878
New +$644K 0.41% 12

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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

Grant Street Asset Management's SCHB Position: Q2 2026 in Review

Grant Street Asset Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.35% in Q2 2026, buying an estimated $5.15K and bringing the position to 53,288 shares worth $1.54M. The position accounts for 0.25% of the portfolio, ranked #27.

Grant Street Asset Management first reported a position in SCHB in Q2 2020 and has held it in 25 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Grant Street Asset Management held 53,288 shares of Schwab US Broad Market ETF worth $1.54M as of Q2 2026.
  • Grant Street Asset Management bought 184 Schwab US Broad Market ETF shares in Q2 2026, an estimated $5.15K.
  • Schwab US Broad Market ETF made up 0.25% of Grant Street Asset Management's portfolio in Q2 2026, its #27 holding.
  • Grant Street Asset Management first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Grant Street Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.