Jackson Grant Investment Advisers’s Schwab US Broad Market ETF SCHB Stock Holding History

Jackson Grant Investment Advisers’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	$36.8K	Buy	1,271 +3	+0.2%	+$84	0.01%	217
2026 Q1	$31.8K	Buy	1,268 +4	+0.3%	+$105	0.01%	228
2025 Q4	$33.2K	Buy	1,264 +3	+0.2%	+$78	0.01%	228
2025 Q3	$32.4K	Buy	1,261 +4	+0.3%	+$99	0.01%	223
2025 Q2	$30K	Buy	1,257 +4	+0.3%	+$88	0.01%	211
2025 Q1	$27K	Buy	1,253 +4	+0.3%	+$91	0.01%	208
2024 Q4	$28.4K	Buy	1,249 +4	+0.3%	+$91	0.01%	213
2024 Q3	$27.6K	Buy	1,245 +3	+0.2%	+$64	0.01%	211
2024 Q2	$26K	Buy	1,242 +6	+0.5%	+$122	0.01%	213
2024 Q1	$25.2K	Buy	1,236 +3	+0.2%	+$58	0.01%	212
2023 Q4	$22.9K	Buy	1,233 +6	+0.5%	+$104	0.01%	217
2023 Q3	$20.4K	Buy	1,227 +3	+0.2%	+$52	0.01%	221
2023 Q2	$21.1K	Buy	1,224 +6	+0.5%	+$98	0.01%	224
2023 Q1	$19.4K	Buy	1,218 +3	+0.2%	+$47	0.01%	260
2022 Q4	$18.1K	Buy	1,215 +6	+0.5%	+$90	0.01%	262
2022 Q3	$17K	Buy	1,209 +6	+0.5%	+$93	0.01%	271
2022 Q2	$18K	Buy	1,203 +3	+0.3%	+$48	0.01%	274
2022 Q1	$21K	Buy	1,200 +6	+0.5%	+$105	0.01%	280
2021 Q4	$23K	Buy	1,194 +6	+0.5%	+$110	0.01%	231
2021 Q3	$21K	Hold	1,188	–	–	0.01%	286
2021 Q2	$21K	Buy	1,188 +6	+0.5%	+$102	0.01%	293
2021 Q1	$19K	Hold	1,182	–	–	0.01%	295
2020 Q4	$18K	Buy	1,182 +6	+0.5%	+$85	0.01%	269
2020 Q3	$16K	Buy	1,176 +12	+1%	+$158	0.01%	192
2020 Q2	$14K	Buy	1,164 +6	+0.5%	+$69	0.01%	189
2020 Q1	$12K	Hold	1,158	–	–	0.01%	188
2019 Q4	$15K	Buy	1,158 +12	+1%	+$147	0.01%	195
2019 Q3	$14K	Buy	1,146 +6	+0.5%	+$71	0.01%	200
2019 Q2	$13K	Hold	1,140	–	–	0.01%	204
2019 Q1	$13K	Buy	1,140 +6	+0.5%	+$66	0.01%	199
2018 Q4	$11K	Buy	1,134 +12	+1%	+$130	0.01%	196
2018 Q3	$13K	Buy	1,122 +6	+0.5%	+$69	0.01%	189
2018 Q2	$12K	Hold	1,116	–	–	0.01%	198
2018 Q1	$12K	Buy	1,116 +6	+0.5%	+$66	0.01%	192
2017 Q4	$12K	Hold	1,110	–	–	0.01%	192
2017 Q3	$11K	Buy	1,110 +6	+0.5%	+$60	0.01%	193
2017 Q2	$11K	Buy	+1,104	New	+$10.7K	0.01%	168

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 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

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Jackson Grant Investment Advisers's SCHB Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Schwab US Broad Market ETF (SCHB) stake by 0.24% in Q2 2026, buying an estimated $84 and bringing the position to 1,271 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #217.

Jackson Grant Investment Advisers first reported a position in SCHB in Q2 2017 and has held it in 37 quarters since. 714 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Jackson Grant Investment Advisers held 1,271 shares of Schwab US Broad Market ETF worth $36.8K as of Q2 2026.
Jackson Grant Investment Advisers bought 3 Schwab US Broad Market ETF shares in Q2 2026, an estimated $84.
Schwab US Broad Market ETF made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #217 holding.
Jackson Grant Investment Advisers first reported a position in Schwab US Broad Market ETF in Q2 2017 and has held it in 37 quarters since.
714 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.