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IRON Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

IRON Financial’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 		$678K Sell
23,421
-20
-0.1% -$560 0.28% 69
2026
Q1 		$588K Sell
23,441
-99
-0.4% -$2.6K 0.26% 69
2025
Q4 		$617K Buy
23,540
+16
+0.1% +$417 0.28% 63
2025
Q3 		$605K Buy
23,524
+15
+0.1% +$371 0.29% 65
2025
Q2 		$560K Buy
23,509
+15
+0.1% +$330 0.29% 61
2025
Q1 		$506K Buy
23,494
+17
+0.1% +$387 0.28% 58
2024
Q4 		$533K Sell
23,477
-292
-1% -$6.67K 0.3% 54
2024
Q3 		$527K Sell
23,769
-216
-0.9% -$4.61K 0.29% 56
2024
Q2 		$503K Sell
23,985
-888
-4% -$18K 0.28% 61
2024
Q1 		$506K Buy
24,873
+18
+0.1% +$348 0.28% 60
2023
Q4 		$461K Sell
24,855
-567
-2% -$9.79K 0.26% 59
2023
Q3 		$422K Sell
25,422
-57
-0.2% -$986 0.25% 62
2023
Q2 		$439K Sell
25,479
-1,461
-5% -$23.8K 0.24% 57
2023
Q1 		$430K Buy
26,940
+1,131
+4% +$17.7K 0.24% 60
2022
Q4 		$385K Buy
25,809
+246
+1% +$3.7K 0.22% 64
2022
Q3 		$358K Sell
25,563
-2,634
-9% -$41K 0.2% 67
2022
Q2 		$415K Sell
28,197
-246
-0.9% -$3.95K 0.22% 63
2022
Q1 		$506K Sell
28,443
-579
-2% -$10.2K 0.23% 60
2021
Q4 		$547K Sell
29,022
-168
-0.6% -$3.09K 0.24% 51
2021
Q3 		$505K Buy
29,190
+1,002
+4% +$17.8K 0.24% 51
2021
Q2 		$490K Sell
28,188
-900
-3% -$15.2K 0.23% 56
2021
Q1 		$469K Buy
29,088
+198
+0.7% +$3.12K 0.25% 42
2020
Q4 		$438K Sell
28,890
-234
-0.8% -$3.33K 0.22% 46
2020
Q3 		$387K Buy
29,124
+420
+1% +$5.52K 0.21% 53
2020
Q2 		$352K Buy
28,704
+162
+0.6% +$1.87K 0.18% 71
2020
Q1 		$287K Sell
28,542
-3,636
-11% -$44K 0.18% 75
2019
Q4 		$412K Sell
32,178
-204
-0.6% -$2.5K 0.2% 75
2019
Q3 		$383K Sell
32,382
-34,434
-52% -$407K 0.29% 68
2019
Q2 		$758K Buy
66,816
+19,542
+41% +$226K 0.71% 19
2019
Q1 		$536K Buy
+47,274
New +$516K 0.34% 30

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

IRON Financial's SCHB Position: Q2 2026 in Review

IRON Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 0.09% in Q2 2026, selling an estimated $560 and leaving 23,421 shares worth $678K. The position accounts for 0.28% of the portfolio, ranked #69.

IRON Financial first reported a position in SCHB in Q1 2019 and has held it in 30 quarters since. The position peaked at $758K in Q2 2019. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • IRON Financial held 23,421 shares of Schwab US Broad Market ETF worth $678K as of Q2 2026.
  • IRON Financial sold 20 Schwab US Broad Market ETF shares in Q2 2026, an estimated $560.
  • Schwab US Broad Market ETF made up 0.28% of IRON Financial's portfolio in Q2 2026, its #69 holding.
  • IRON Financial first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 30 quarters since.
  • IRON Financial's Schwab US Broad Market ETF position peaked at $758K in Q2 2019.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.