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GW&K Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

GW&K Investment 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
Q1 		$67K Hold
2,681
– – ﹤0.01% 514
2025
Q4 		$70K Hold
2,681
– – ﹤0.01% 502
2025
Q3 		$69K Buy
+2,681
New +$66.4K ﹤0.01% 488

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R
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SCM
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UBS AM
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SG
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

GW&K Investment Management's SCHB Position: Q1 2026 in Review

GW&K Investment Management held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 2,681 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

GW&K Investment Management first reported a position in SCHB in Q3 2025 and has held it in 3 quarters since. The position peaked at $70K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • GW&K Investment Management held 2,681 shares of Schwab US Broad Market ETF worth $67K as of Q1 2026.
  • GW&K Investment Management left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #514 holding.
  • GW&K Investment Management first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 3 quarters since.
  • GW&K Investment Management's Schwab US Broad Market ETF position peaked at $70K in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.