Grey Fox Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Grey Fox Wealth Advisors’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	$279K	Buy	9,621 +1	+0%	+$28	0.04%	141
2026 Q1	$241K	Buy	+9,620	New	+$252K	0.05%	125
2025 Q4	–	Sell	-417	Closed	-$10.7K	–	507
2025 Q3	$10.7K	Buy	+417	New	+$10.3K	﹤0.01%	402
2023 Q2	–	Sell	-405	Closed	-$6.44K	–	427
2023 Q1	$6.44K	Buy	405 +3	+0.7%	+$47	﹤0.01%	334
2022 Q4	$6K	Buy	+402	New	+$6.04K	﹤0.01%	306

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

Grey Fox Wealth Advisors's SCHB Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.01% in Q2 2026, buying an estimated $28 and bringing the position to 9,621 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #141.

Grey Fox Wealth Advisors first reported a position in SCHB in Q4 2022 and has held it in 5 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Grey Fox Wealth Advisors held 9,621 shares of Schwab US Broad Market ETF worth $279K as of Q2 2026.
Grey Fox Wealth Advisors bought 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
Schwab US Broad Market ETF made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #141 holding.
Grey Fox Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 5 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.