GSG Advisors
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GSG Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

GSG 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
Q3 		$33.2M Buy
1,131,844
+25,060
+2% +$735K 7.02% 2
2026
Q2 		$32.1M Buy
1,106,784
+12,937
+1% +$362K 7.06% 3
2026
Q1 		$27.5M Buy
1,093,847
+15,391
+1% +$404K 7.13% 3
2025
Q4 		$28.3M Buy
1,078,456
+7,692
+0.7% +$200K 7.3% 3
2025
Q3 		$27.6M Sell
1,070,764
-17,484
-2% -$433K 7.31% 3
2025
Q2 		$25.9M Buy
1,088,248
+34,877
+3% +$768K 7.52% 3
2025
Q1 		$22M Buy
1,053,371
+45,022
+4% +$1.02M 7.22% 3
2024
Q4 		$22.9M Buy
1,008,349
+41,776
+4% +$954K 7.21% 4
2024
Q3 		$21.2M Buy
966,573
+1,053
+0.1% +$22.5K 7.02% 4
2024
Q2 		$20.3M Buy
965,520
+8,031
+0.8% +$163K 7.16% 4
2024
Q1 		$19.3M Sell
957,489
-46,194
-5% -$894K 7.09% 3
2023
Q4 		$18.3M Buy
1,003,683
+70,680
+8% +$1.22M 6.89% 4
2023
Q3 		$15.5M Buy
+933,003
New +$16.1M 7.57% 4

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

GSG Advisors's SCHB Position: Q3 2026 in Review

GSG Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 2.3% in Q3 2026, buying an estimated $735K and bringing the position to 1,131,844 shares worth $33.2M. The position accounts for 7.02% of the portfolio, ranked #2.

GSG Advisors first reported a position in SCHB in Q3 2023 and has held it in 13 quarters since. 1,028 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • GSG Advisors held 1,131,844 shares of Schwab US Broad Market ETF worth $33.2M as of Q3 2026.
  • GSG Advisors bought 25,060 Schwab US Broad Market ETF shares in Q3 2026, an estimated $735K.
  • Schwab US Broad Market ETF made up 7.02% of GSG Advisors's portfolio in Q3 2026, its #2 holding.
  • GSG Advisors first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 13 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on GSG Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.