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GWN Securities’s Schwab US Broad Market ETF SCHB Stock Holding History

GWN Securities’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 		– Sell
-14,391
Closed -$361K – 520
2026
Q1 		$361K Buy
14,391
+39
+0.3% +$1.02K 0.07% 315
2025
Q4 		$376K Buy
14,352
+43
+0.3% +$1.12K 0.08% 271
2025
Q3 		$368K Sell
14,309
-13,671
-49% -$338K 0.09% 252
2025
Q2 		$667K Buy
27,980
+8,792
+46% +$194K 0.12% 168
2025
Q1 		$435K Buy
+19,188
New +$436K 0.02% 502

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

GWN Securities's SCHB Position: Q2 2026 in Review

GWN Securities sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 14,391 shares — an estimated $361K sold.

GWN Securities first reported a position in SCHB in Q1 2025 and held it in 5 quarters. The position peaked at $667K in Q2 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • GWN Securities reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • GWN Securities sold 14,391 Schwab US Broad Market ETF shares in Q2 2026, an estimated $361K.
  • GWN Securities first reported a position in Schwab US Broad Market ETF in Q1 2025 and held it in 5 quarters.
  • GWN Securities's Schwab US Broad Market ETF position peaked at $667K in Q2 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.