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Great Valley Advisor Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Great Valley Advisor Group’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 		$11.4M Buy
395,065
+91
+0% +$2.55K 0.18% 120
2026
Q1 		$9.91M Sell
394,974
-5,635
-1% -$148K 0.18% 120
2025
Q4 		$10.5M Sell
400,609
-3,656
-0.9% -$95.2K 0.2% 108
2025
Q3 		$10.4M Sell
404,265
-11,059
-3% -$274K 0.21% 107
2025
Q2 		$9.9M Sell
415,324
-253,679
-38% -$5.59M 0.22% 106
2025
Q1 		$14.4M Sell
669,003
-38,091
-5% -$866K 0.31% 84
2024
Q4 		$16.1M Sell
707,094
-89,343
-11% -$2.04M 0.36% 70
2024
Q3 		$17.7M Sell
796,437
-86,235
-10% -$1.84M 0.43% 61
2024
Q2 		$18.5M Buy
882,672
+45,714
+5% +$926K 0.52% 46
2024
Q1 		$17M Sell
836,958
-29,772
-3% -$576K 0.52% 46
2023
Q4 		$16.1M Buy
866,730
+25,140
+3% +$434K 0.56% 43
2023
Q3 		$14M Buy
841,590
+22,002
+3% +$381K 0.58% 46
2023
Q2 		$14.1M Buy
819,588
+35,295
+5% +$575K 0.59% 41
2023
Q1 		$12.5M Sell
784,293
-9,867
-1% -$154K 0.58% 44
2022
Q4 		$11.9M Buy
794,160
+23,664
+3% +$356K 0.61% 40
2022
Q3 		$10.8M Buy
770,496
+41,232
+6% +$641K 0.6% 43
2022
Q2 		$10.7M Buy
729,264
+186,501
+34% +$2.99M 0.59% 44
2022
Q1 		$12.4M Sell
542,763
-74,151
-12% -$1.3M 0.72% 30
2021
Q4 		$11.2M Sell
616,914
-4,740
-0.8% -$87.2K 0.69% 36
2021
Q3 		$10.8M Buy
621,654
+31,320
+5% +$557K 0.74% 31
2021
Q2 		$9.93M Buy
590,334
+327,984
+125% +$5.55M 0.73% 29
2021
Q1 		$4.23M Buy
262,350
+5,928
+2% +$93.5K 0.41% 52
2020
Q4 		$3.89M Buy
256,422
+3,984
+2% +$56.7K 0.4% 56
2020
Q3 		$3.35M Buy
252,438
+11,310
+5% +$149K 0.41% 58
2020
Q2 		$2.95M Buy
241,128
+7,884
+3% +$90.9K 0.48% 54
2020
Q1 		$2.35M Sell
233,244
-20,322
-8% -$246K 0.62% 42
2019
Q4 		$3.26M Buy
253,566
+1,974
+0.8% +$24.2K 0.73% 31
2019
Q3 		$2.94M Buy
251,592
+8,964
+4% +$106K 0.71% 33
2019
Q2 		$2.87M Buy
242,628
+9,438
+4% +$109K 0.72% 34
2019
Q1 		$2.64M Sell
233,190
-50,610
-18% -$553K 0.84% 24
2018
Q4 		$4.23M Buy
+283,800
New +$3.07M 1.58% 10

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

Great Valley Advisor Group's SCHB Position: Q2 2026 in Review

Great Valley Advisor Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.02% in Q2 2026, buying an estimated $2.55K and bringing the position to 395,065 shares worth $11.4M. The position accounts for 0.18% of the portfolio, ranked #120.

Great Valley Advisor Group first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.5M in Q2 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Great Valley Advisor Group held 395,065 shares of Schwab US Broad Market ETF worth $11.4M as of Q2 2026.
  • Great Valley Advisor Group bought 91 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.55K.
  • Schwab US Broad Market ETF made up 0.18% of Great Valley Advisor Group's portfolio in Q2 2026, its #120 holding.
  • Great Valley Advisor Group first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Great Valley Advisor Group's Schwab US Broad Market ETF position peaked at $18.5M in Q2 2024.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.