Regatta Research & Money Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Regatta Research & Money 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	$14.5K	Buy	+500	New	+$14K	0.01%	444

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Regatta Research & Money Management's SCHB Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 500 shares worth $14.5K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings.

1,193 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Regatta Research & Money Management held 500 shares of Schwab US Broad Market ETF worth $14.5K as of Q2 2026.
Schwab US Broad Market ETF was a new Regatta Research & Money Management position in Q2 2026.
Schwab US Broad Market ETF made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #444 holding.
1,193 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.