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Gray Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Gray Wealth 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
2024
Q4 		$1.73M Sell
76,384
-683
-0.9% -$15.6K 0.66% 34
2024
Q3 		$1.71M Sell
77,067
-2,490
-3% -$53.2K 0.67% 33
2024
Q2 		$1.67M Sell
79,557
-684
-0.9% -$13.9K 0.72% 33
2024
Q1 		$1.63M Sell
80,241
-1,734
-2% -$33.6K 0.73% 31
2023
Q4 		$1.52M Sell
81,975
-378
-0.5% -$6.53K 0.74% 34
2023
Q3 		$1.37M Buy
82,353
+9,939
+14% +$172K 0.7% 35
2023
Q2 		$1.25M Sell
72,414
-1,935
-3% -$31.5K 0.63% 35
2023
Q1 		$1.19M Sell
74,349
-972
-1% -$15.2K 0.65% 36
2022
Q4 		$1.13M Buy
75,321
+669
+0.9% +$10.1K 0.65% 36
2022
Q3 		$1.04M Sell
74,652
-8,427
-10% -$131K 0.67% 36
2022
Q2 		$1.22M Sell
83,079
-1,656
-2% -$26.6K 0.74% 32
2022
Q1 		$1.51M Buy
84,735
+2,415
+3% +$42.4K 0.78% 27
2021
Q4 		$1.55M Buy
82,320
+1,098
+1% +$20.2K 0.77% 27
2021
Q3 		$1.41M Buy
81,222
+2,826
+4% +$50.3K 0.79% 28
2021
Q2 		$1.36M Buy
78,396
+4,410
+6% +$74.6K 0.78% 26
2021
Q1 		$1.19M Buy
73,986
+894
+1% +$14.1K 0.76% 28
2020
Q4 		$1.11M Sell
73,092
-4,194
-5% -$59.7K 0.76% 27
2020
Q3 		$1.03M Sell
77,286
-486
-0.6% -$6.39K 0.81% 26
2020
Q2 		$956K Buy
77,772
+2,352
+3% +$27.1K 0.83% 26
2020
Q1 		$758K Buy
+75,420
New +$913K 0.83% 26

Other funds holding SCHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Gray Wealth Management's SCHB Position: Q4 2024 in Review

Gray Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.89% in Q4 2024, selling an estimated $15.6K and leaving 76,384 shares worth $1.73M. The position accounts for 0.66% of the portfolio, ranked #34.

Gray Wealth Management first reported a position in SCHB in Q1 2020 and has held it in 20 quarters since. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Gray Wealth Management held 76,384 shares of Schwab US Broad Market ETF worth $1.73M as of Q4 2024.
  • Gray Wealth Management sold 683 Schwab US Broad Market ETF shares in Q4 2024, an estimated $15.6K.
  • Schwab US Broad Market ETF made up 0.66% of Gray Wealth Management's portfolio in Q4 2024, its #34 holding.
  • Gray Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 20 quarters since.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.