Goelzer Investment Management 13F: Exits SCHB Stake

Goelzer Investment Management has sold its entire stake in SCHB, totaling 20,807 shares. This marks a complete exit from the position, reflecting a 100% decrease in their holdings. The decision was disclosed in a filing on October 16, 2026.

What Changed in Goelzer Investment Management's SCHB Position

Goelzer's action to cut its position in SCHB means it no longer holds shares in the fund. Previously, it owned 20,807 shares before selling them all. This significant reduction indicates a strategic shift in the management of its investment portfolio.

Schwab U.S. Broad Market ETF Stock Down 1.4%

As of October 16, 2026, SCHB was recently traded around $29.22. The absence of a closing price from the event date means we can't provide a direct comparison to that day, but the recent price gives context to Goelzer's decision to exit its position.

Recent Earnings

There are no available earnings data for SCHB to report on.

About SCHB

SCHB is an exchange-traded fund that aims to track the performance of the entire U.S. stock market. It includes a wide range of stocks and provides investors with diversified exposure. Goelzer's decision to exit its position may suggest a reevaluation of its investment strategy or market outlook.

Bottom Line

Investors should note that Goelzer Investment Management's filing reflects its holdings as of the reporting period and may not represent its current position. Further developments may arise in the coming weeks, and it's worth keeping an eye out for any changes in the market or additional filings from Goelzer.