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Steigerwald Gordon & Koch’s Schwab US Broad Market ETF SCHB Stock Holding History

Steigerwald Gordon & Koch’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 		$22.6K Hold
782
– – ﹤0.01% 426
2026
Q1 		$19.6K Hold
782
– – ﹤0.01% 430
2025
Q4 		$20.5K Hold
782
– – ﹤0.01% 451
2025
Q3 		$20.1K Buy
+782
New +$19.4K ﹤0.01% 430

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

Steigerwald Gordon & Koch's SCHB Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 782 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Steigerwald Gordon & Koch first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Steigerwald Gordon & Koch held 782 shares of Schwab US Broad Market ETF worth $22.6K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #426 holding.
  • Steigerwald Gordon & Koch first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.