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Ironwood Investment Counsel’s Schwab US Broad Market ETF SCHB Stock Holding History

Ironwood Investment Counsel’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 		$884K Sell
30,541
-743
-2% -$20.8K 0.12% 141
2026
Q1 		$785K Buy
31,284
+34
+0.1% +$892 0.11% 139
2025
Q4 		$820K Hold
31,250
– – 0.11% 141
2025
Q3 		$803K Sell
31,250
-750
-2% -$18.6K 0.12% 140
2025
Q2 		$763K Sell
32,000
-76
-0.2% -$1.67K 0.12% 134
2025
Q1 		$691K Buy
32,076
+258
+0.8% +$5.87K 0.12% 137
2024
Q4 		$722K Hold
31,818
– – 0.12% 135
2024
Q3 		$706K Hold
31,818
– – 0.12% 143
2024
Q2 		$667K Sell
31,818
-954
-3% -$19.3K 0.12% 147
2024
Q1 		$667K Hold
32,772
– – 0.12% 147
2023
Q4 		$608K Buy
32,772
+1,500
+5% +$25.9K 0.11% 151
2023
Q3 		$520K Buy
31,272
+954
+3% +$16.5K 0.11% 158
2023
Q2 		$522K Hold
30,318
– – 0.12% 128
2023
Q1 		$484K Hold
30,318
– – 0.12% 130
2022
Q4 		$453K Hold
30,318
– – 0.11% 135
2022
Q3 		$424K Hold
30,318
– – 0.12% 123
2022
Q2 		$446K Buy
30,318
+12,150
+67% +$195K 0.13% 124
2022
Q1 		$323K Buy
+18,168
New +$319K 0.08% 156

Other funds holding SCHB

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Ironwood Investment Counsel's SCHB Position: Q2 2026 in Review

Ironwood Investment Counsel reduced its Schwab US Broad Market ETF (SCHB) stake by 2.4% in Q2 2026, selling an estimated $20.8K and leaving 30,541 shares worth $884K. The position accounts for 0.12% of the portfolio, ranked #141.

Ironwood Investment Counsel first reported a position in SCHB in Q1 2022 and has held it in 18 quarters since. 905 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Ironwood Investment Counsel held 30,541 shares of Schwab US Broad Market ETF worth $884K as of Q2 2026.
  • Ironwood Investment Counsel sold 743 Schwab US Broad Market ETF shares in Q2 2026, an estimated $20.8K.
  • Schwab US Broad Market ETF made up 0.12% of Ironwood Investment Counsel's portfolio in Q2 2026, its #141 holding.
  • Ironwood Investment Counsel first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 905 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.