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Curi RMB Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Curi RMB Capital’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 		$2.29M Buy
78,922
+3,800
+5% +$106K 0.04% 328
2026
Q1 		$1.89M Buy
75,122
+624
+0.8% +$16.4K 0.03% 343
2025
Q4 		$1.95M Sell
74,498
-1,351
-2% -$35.2K 0.03% 342
2025
Q3 		$1.95M Sell
75,849
-7
-0% -$173 0.04% 332
2025
Q2 		$1.81M Buy
75,856
+17,142
+29% +$378K 0.03% 341
2025
Q1 		$1.26M Sell
58,714
-610
-1% -$13.9K 0.03% 311
2024
Q4 		$1.35M Buy
59,324
+5
+0% +$114 0.03% 307
2024
Q3 		$1.32M Buy
59,319
+477
+0.8% +$10.2K 0.03% 316
2024
Q2 		$1.23M Hold
58,842
– – 0.03% 313
2024
Q1 		$1.2M Buy
58,842
+7,401
+14% +$143K 0.03% 323
2023
Q4 		$955K Buy
51,441
+318
+0.6% +$5.49K 0.03% 297
2023
Q3 		$849K Sell
51,123
-1,179
-2% -$20.4K 0.03% 295
2023
Q2 		$901K Sell
52,302
-3,330
-6% -$54.3K 0.03% 300
2023
Q1 		$887K Sell
55,632
-189
-0.3% -$2.96K 0.03% 293
2022
Q4 		$834K Sell
55,821
-2,148
-4% -$32.3K 0.03% 302
2022
Q3 		$811K Sell
57,969
-150
-0.3% -$2.33K 0.03% 303
2022
Q2 		$856K Sell
58,119
-129
-0.2% -$2.07K 0.03% 294
2022
Q1 		$1.04M Hold
58,248
– – 0.03% 248
2021
Q4 		$1.1M Buy
58,248
+1,212
+2% +$22.3K 0.03% 268
2021
Q3 		$987K Hold
57,036
– – 0.03% 273
2021
Q2 		$991K Hold
57,036
– – 0.03% 280
2021
Q1 		$919K Sell
57,036
-120
-0.2% -$1.89K 0.03% 273
2020
Q4 		$867K Sell
57,156
-336
-0.6% -$4.79K 0.03% 338
2020
Q3 		$763K Sell
57,492
-11,058
-16% -$145K 0.03% 348
2020
Q2 		$839K Buy
68,550
+6
+0% +$69 0.04% 324
2020
Q1 		$690K Buy
+68,544
New +$829K 0.03% 344
2018
Q4 		– Sell
-22,734
Closed -$267K – 974
2018
Q3 		$267K Sell
22,734
-1,902
-8% -$21.9K 0.01% 757
2018
Q2 		$271K Buy
24,636
+90
+0.4% +$984 0.01% 752
2018
Q1 		$261K Sell
24,546
-228
-0.9% -$2.5K 0.01% 766
2017
Q4 		$266K Buy
+24,774
New +$260K 0.01% 749

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 $104B AUM 28.3% 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

Curi RMB Capital's SCHB Position: Q2 2026 in Review

Curi RMB Capital increased its Schwab US Broad Market ETF (SCHB) stake by 5.1% in Q2 2026, buying an estimated $106K and bringing the position to 78,922 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #328.

Curi RMB Capital first reported a position in SCHB in Q4 2017 and has held it in 30 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Curi RMB Capital held 78,922 shares of Schwab US Broad Market ETF worth $2.29M as of Q2 2026.
  • Curi RMB Capital bought 3,800 Schwab US Broad Market ETF shares in Q2 2026, an estimated $106K.
  • Schwab US Broad Market ETF made up 0.04% of Curi RMB Capital's portfolio in Q2 2026, its #328 holding.
  • Curi RMB Capital first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 30 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.