Graver Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Graver Capital 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	$7.16M	Sell	247,399 -13,112	-5%	-$367K	5.1%	7
2026 Q1	$6.54M	Buy	260,511 +7,102	+3%	+$186K	4.97%	7
2025 Q4	$6.65M	Buy	253,409 +5,526	+2%	+$144K	5.25%	7
2025 Q3	$6.37M	Sell	247,883 -12,126	-5%	-$300K	5.37%	7
2025 Q2	$6.2M	Buy	260,009 +7,502	+3%	+$165K	5.48%	7
2025 Q1	$5.44M	Sell	252,507 -34,698	-12%	-$789K	5.54%	7
2024 Q4	$6.52M	Buy	+287,205	New	+$6.56M	6.81%	6

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 $104B AUM 28.3% 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

Graver Capital Management's SCHB Position: Q2 2026 in Review

Graver Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 5% in Q2 2026, selling an estimated $367K and leaving 247,399 shares worth $7.16M. The position accounts for 5.1% of the portfolio, ranked #7.

Graver Capital Management first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Graver Capital Management held 247,399 shares of Schwab US Broad Market ETF worth $7.16M as of Q2 2026.
Graver Capital Management sold 13,112 Schwab US Broad Market ETF shares in Q2 2026, an estimated $367K.
Schwab US Broad Market ETF made up 5.1% of Graver Capital Management's portfolio in Q2 2026, its #7 holding.
Graver Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Graver Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.