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Ironwood Wealth Management (Arizona)’s Schwab US Broad Market ETF SCHB Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$2.91M Sell
100,622
-1,115
-1% -$31.2K 0.65% 21
2026
Q1 		$2.55M Sell
101,737
-2,194
-2% -$57.6K 0.73% 17
2025
Q4 		$2.73M Sell
103,931
-1,339
-1% -$34.9K 0.8% 15
2025
Q3 		$2.71M Sell
105,270
-16,336
-13% -$404K 0.91% 15
2025
Q2 		$2.9M Sell
121,606
-43,857
-27% -$966K 1.06% 15
2025
Q1 		$3.56M Sell
165,463
-2,583
-2% -$58.8K 1.09% 15
2024
Q4 		$3.81M Sell
168,046
-3,317
-2% -$75.8K 1.18% 15
2024
Q3 		$3.8M Sell
171,363
-3,120
-2% -$66.6K 1.14% 14
2024
Q2 		$3.66M Sell
174,483
-2,430
-1% -$49.2K 1.19% 15
2024
Q1 		$3.6M Sell
176,913
-777
-0.4% -$15K 1.17% 15
2023
Q4 		$3.3M Sell
177,690
-2,895
-2% -$50K 1.1% 17
2023
Q3 		$3M Sell
180,585
-15,756
-8% -$273K 1.22% 21
2023
Q2 		$3.38M Sell
196,341
-2,412
-1% -$39.3K 1.26% 18
2023
Q1 		$3.17M Sell
198,753
-2,103
-1% -$32.9K 1.25% 19
2022
Q4 		$3M Buy
200,856
+16,650
+9% +$250K 1.25% 19
2022
Q3 		$2.71M Hold
184,206
– – 1.21% 14
2022
Q2 		$2.71M Buy
184,206
+5,736
+3% +$92.1K 1.21% 14
2022
Q1 		$3.18M Sell
178,470
-18,600
-9% -$326K 1.3% 15
2021
Q4 		$3.71M Sell
197,070
-1,362
-0.7% -$25.1K 1.62% 10
2021
Q3 		$3.44M Sell
198,432
-6,816
-3% -$121K 1.62% 10
2021
Q2 		$3.56M Sell
205,248
-5,406
-3% -$91.5K 2.06% 10
2021
Q1 		$3.4M Sell
210,654
-17,118
-8% -$270K 2.18% 9
2020
Q4 		$3.45M Sell
227,772
-16,872
-7% -$240K 2.15% 10
2020
Q3 		$3M Hold
244,644
– – 2.22% 10
2020
Q2 		$3M Sell
244,644
-41,154
-14% -$474K 2.22% 10
2020
Q1 		$2.88M Sell
285,798
-91,134
-24% -$1.1M 2.41% 10
2019
Q4 		$4.83M Sell
376,932
-23,190
-6% -$285K 3.37% 12
2019
Q3 		$4.74M Sell
400,122
-24,270
-6% -$287K 3.53% 11
2019
Q2 		$4.99M Sell
424,392
-8,706
-2% -$101K 3.82% 11
2019
Q1 		$4.91M Buy
433,098
+5,118
+1% +$55.9K 4.19% 9
2018
Q4 		$4.28M Sell
427,980
-3,108
-0.7% -$33.6K 4.12% 9
2018
Q3 		$5.06M Buy
431,088
+4,890
+1% +$56.4K 4.47% 8
2018
Q2 		$4.69M Buy
+426,198
New +$4.66M 4.39% 8
2017
Q3 		$5.73M Buy
+564,234
New +$5.6M 5.36% 7

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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

Ironwood Wealth Management (Arizona)'s SCHB Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its Schwab US Broad Market ETF (SCHB) stake by 1.1% in Q2 2026, selling an estimated $31.2K and leaving 100,622 shares worth $2.91M. The position accounts for 0.65% of the portfolio, ranked #21.

Ironwood Wealth Management (Arizona) first reported a position in SCHB in Q3 2017 and has held it in 34 quarters since. The position peaked at $5.73M in Q3 2017. 971 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 100,622 shares of Schwab US Broad Market ETF worth $2.91M as of Q2 2026.
  • Ironwood Wealth Management (Arizona) sold 1,115 Schwab US Broad Market ETF shares in Q2 2026, an estimated $31.2K.
  • Schwab US Broad Market ETF made up 0.65% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #21 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in Schwab US Broad Market ETF in Q3 2017 and has held it in 34 quarters since.
  • Ironwood Wealth Management (Arizona)'s Schwab US Broad Market ETF position peaked at $5.73M in Q3 2017.
  • 971 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.