D.B. Root & Company’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.6M | Buy |
470,345
+8,849
| +2% | +$248K | 2.89% | 6 |
|
|
2026
Q1 | $11.6M | Buy |
461,496
+428
| +0.1% | +$11.2K | 2.77% | 6 |
|
|
2025
Q4 | $12.1M | Sell |
461,068
-5,945
| -1% | -$155K | 2.95% | 5 |
|
|
2025
Q3 | $12M | Sell |
467,013
-11,342
| -2% | -$281K | 3.05% | 6 |
|
|
2025
Q2 | $11.4M | Sell |
478,355
-3,877
| -0.8% | -$85.4K | 3.37% | 4 |
|
|
2025
Q1 | $10.4M | Buy |
482,232
+3,027
| +0.6% | +$68.9K | 3.35% | 4 |
|
|
2024
Q4 | $10.9M | Sell |
479,205
-4,383
| -0.9% | -$100K | 3.46% | 4 |
|
|
2024
Q3 | $10.7M | Buy |
483,588
+6,366
| +1% | +$136K | 3.53% | 4 |
|
|
2024
Q2 | $10M | Buy |
477,222
+9,900
| +2% | +$201K | 3.41% | 4 |
|
|
2024
Q1 | $9.51M | Sell |
467,322
-42,333
| -8% | -$819K | 3.21% | 4 |
|
|
2023
Q4 | $9.46M | Buy |
509,655
+8,034
| +2% | +$139K | 3.43% | 4 |
|
|
2023
Q3 | $8.34M | Sell |
501,621
-195
| -0% | -$3.38K | 3.25% | 6 |
|
|
2023
Q2 | $8.65M | Sell |
501,816
-14,808
| -3% | -$241K | 3.27% | 6 |
|
|
2023
Q1 | $8.24M | Sell |
516,624
-12,264
| -2% | -$192K | 3.24% | 5 |
|
|
2022
Q4 | $7.9M | Buy |
528,888
+11,850
| +2% | +$178K | 3.34% | 5 |
|
|
2022
Q3 | $7.24M | Sell |
517,038
-3,573
| -0.7% | -$55.6K | 3.29% | 6 |
|
|
2022
Q2 | $7.67M | Buy |
520,611
+7,920
| +2% | +$127K | 3.29% | 5 |
|
|
2022
Q1 | $9.12M | Buy |
512,691
+5,193
| +1% | +$91.2K | 3.4% | 5 |
|
|
2021
Q4 | $9.56M | Buy |
507,498
+2,826
| +0.6% | +$52K | 3.45% | 4 |
|
|
2021
Q3 | $8.73M | Sell |
504,672
-41,826
| -8% | -$744K | 3.41% | 4 |
|
|
2021
Q2 | $9.5M | Buy |
546,498
+8,214
| +2% | +$139K | 3.55% | 4 |
|
|
2021
Q1 | $8.68M | Sell |
538,284
-12,468
| -2% | -$197K | 3.41% | 4 |
|
|
2020
Q4 | $8.35M | Sell |
550,752
-78,648
| -12% | -$1.12M | 3.33% | 5 |
|
|
2020
Q3 | $8.35M | Sell |
629,400
-7,476
| -1% | -$98.3K | 3.35% | 6 |
|
|
2020
Q2 | $7.8M | Sell |
636,876
-774
| -0.1% | -$8.92K | 3.39% | 5 |
|
|
2020
Q1 | $6.42M | Buy |
637,650
+15,708
| +3% | +$190K | 3.24% | 6 |
|
|
2019
Q4 | $7.97M | Buy |
621,942
+44,814
| +8% | +$550K | 3.51% | 5 |
|
|
2019
Q3 | $6.83M | Buy |
577,128
+16,908
| +3% | +$200K | 3.18% | 5 |
|
|
2019
Q2 | $6.58M | Sell |
560,220
-18,678
| -3% | -$216K | 2.92% | 5 |
|
|
2019
Q1 | $6.57M | Buy |
578,898
+8,208
| +1% | +$89.6K | 2.8% | 5 |
|
|
2018
Q4 | $5.7M | Buy |
570,690
+87,942
| +18% | +$951K | 2.84% | 5 |
|
|
2018
Q3 | $5.66M | Buy |
482,748
+109,056
| +29% | +$1.26M | 2.5% | 5 |
|
|
2018
Q2 | $4.11M | Buy |
373,692
+118,122
| +46% | +$1.29M | 1.94% | 8 |
|
|
2018
Q1 | $2.72M | Buy |
255,570
+59,052
| +30% | +$649K | 1.43% | 11 |
|
|
2017
Q4 | $2.11M | Buy |
+196,518
| New | +$2.06M | 1.81% | 13 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM
D.B. Root & Company's SCHB Position: Q2 2026 in Review
D.B. Root & Company increased its Schwab US Broad Market ETF (SCHB) stake by 1.9% in Q2 2026, buying an estimated $248K and bringing the position to 470,345 shares worth $13.6M. The position accounts for 2.89% of the portfolio, ranked #6.
D.B. Root & Company first reported a position in SCHB in Q4 2017 and has held it in 35 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.
- D.B. Root & Company held 470,345 shares of Schwab US Broad Market ETF worth $13.6M as of Q2 2026.
- D.B. Root & Company bought 8,849 Schwab US Broad Market ETF shares in Q2 2026, an estimated $248K.
- Schwab US Broad Market ETF made up 2.89% of D.B. Root & Company's portfolio in Q2 2026, its #6 holding.
- D.B. Root & Company first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 35 quarters since.
- 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.
Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.