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International Assets Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

International Assets Investment Management’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 		$94.7K Sell
3,274
-152
-4% -$4.25K 0.01% 1110
2026
Q1 		$86.7K Buy
3,426
+1,425
+71% +$37.4K 0.01% 1058
2025
Q4 		$52.5K Buy
+2,001
New +$52.1K ﹤0.01% 1196
2024
Q3 		– Sell
-5,976
Closed -$125K – 2493
2024
Q2 		$125K Buy
+5,976
New +$121K 0.01% 875

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

International Assets Investment Management's SCHB Position: Q2 2026 in Review

International Assets Investment Management reduced its Schwab US Broad Market ETF (SCHB) stake by 4.4% in Q2 2026, selling an estimated $4.25K and leaving 3,274 shares worth $94.7K. The position accounts for 0.01% of the portfolio, ranked #1110.

International Assets Investment Management first reported a position in SCHB in Q2 2024 and has held it in 4 quarters since. The position peaked at $125K in Q2 2024. 754 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • International Assets Investment Management held 3,274 shares of Schwab US Broad Market ETF worth $94.7K as of Q2 2026.
  • International Assets Investment Management sold 152 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.25K.
  • Schwab US Broad Market ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1110 holding.
  • International Assets Investment Management first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's Schwab US Broad Market ETF position peaked at $125K in Q2 2024.
  • 754 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.