Whitegate Investment Counselors’s Schwab US Broad Market ETF SCHB Stock Holding History

Whitegate Investment Counselors’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	$3.22M	Buy	128,422 +7,998	+7%	+$210K	1.02%	25
2025 Q4	$3.16M	Buy	120,424 +15,317	+15%	+$399K	0.99%	25
2025 Q3	$2.7M	Buy	105,107 +948	+0.9%	+$23.5K	0.89%	26
2025 Q2	$2.48M	Sell	104,159 -509	-0.5%	-$11.2K	0.84%	26
2025 Q1	$2.25M	Buy	104,668 +19,307	+23%	+$439K	0.8%	26
2024 Q4	$1.94M	Buy	85,361 +20,027	+31%	+$457K	0.66%	30
2024 Q3	$1.45M	Buy	65,334 +53,850	+469%	+$1.15M	0.38%	33
2024 Q2	$241K	Buy	+11,484	New	+$233K	0.07%	59

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Whitegate Investment Counselors's SCHB Position: Q1 2026 in Review

Whitegate Investment Counselors increased its Schwab US Broad Market ETF (SCHB) stake by 6.6% in Q1 2026, buying an estimated $210K and bringing the position to 128,422 shares worth $3.22M. The position accounts for 1.02% of the portfolio, ranked #25.

Whitegate Investment Counselors first reported a position in SCHB in Q2 2024 and has held it in 8 quarters since. 1,308 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Whitegate Investment Counselors held 128,422 shares of Schwab US Broad Market ETF worth $3.22M as of Q1 2026.
Whitegate Investment Counselors bought 7,998 Schwab US Broad Market ETF shares in Q1 2026, an estimated $210K.
Schwab US Broad Market ETF made up 1.02% of Whitegate Investment Counselors's portfolio in Q1 2026, its #25 holding.
Whitegate Investment Counselors first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 8 quarters since.
1,308 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.