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One Day In July LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

One Day In July LLC’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 		$1.12M Sell
38,690
-100
-0.3% -$2.8K 0.08% 72
2026
Q1 		$974K Hold
38,790
– – 0.08% 73
2025
Q4 		$1.02M Buy
38,790
+793
+2% +$20.6K 0.08% 70
2025
Q3 		$977K Buy
37,997
+3,080
+9% +$76.2K 0.08% 70
2025
Q2 		$832K Sell
34,917
-312
-0.9% -$6.87K 0.08% 73
2025
Q1 		$758K Hold
35,229
– – 0.08% 75
2024
Q4 		$800K Hold
35,229
– – 0.08% 70
2024
Q3 		$781K Hold
35,229
– – 0.09% 73
2024
Q2 		$738K Hold
35,229
– – 0.09% 72
2024
Q1 		$717K Buy
35,229
+5,214
+17% +$101K 0.1% 73
2023
Q4 		$557K Hold
30,015
– – 0.08% 77
2023
Q3 		$499K Buy
30,015
+465
+2% +$8.05K 0.09% 68
2023
Q2 		$509K Sell
29,550
-1,500
-5% -$24.5K 0.09% 72
2023
Q1 		$495K Sell
31,050
-20,526
-40% -$321K 0.1% 64
2022
Q4 		$770K Hold
51,576
– – 0.16% 47
2022
Q3 		$722K Hold
51,576
– – 0.17% 42
2022
Q2 		$760K Hold
51,576
– – 0.18% 42
2022
Q1 		$918K Hold
51,576
– – 0.19% 41
2021
Q4 		$971K Sell
51,576
-864
-2% -$15.9K 0.2% 41
2021
Q3 		$908K Buy
52,440
+1,116
+2% +$19.8K 0.22% 35
2021
Q2 		$892K Hold
51,324
– – 0.23% 36
2021
Q1 		$827K Hold
51,324
– – 0.24% 31
2020
Q4 		$778K Buy
51,324
+22,026
+75% +$314K 0.26% 32
2020
Q3 		$389K Hold
29,298
– – 0.14% 39
2020
Q2 		$359K Hold
29,298
– – 0.14% 34
2020
Q1 		$295K Hold
29,298
– – 0.14% 33
2019
Q4 		$375K Hold
29,298
– – 0.17% 31
2019
Q3 		$347K Hold
29,298
– – 0.18% 31
2019
Q2 		$344K Buy
+29,298
New +$338K 0.19% 31

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

One Day In July LLC's SCHB Position: Q2 2026 in Review

One Day In July LLC reduced its Schwab US Broad Market ETF (SCHB) stake by 0.26% in Q2 2026, selling an estimated $2.8K and leaving 38,690 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #72.

One Day In July LLC first reported a position in SCHB in Q2 2019 and has held it in 29 quarters since. 754 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • One Day In July LLC held 38,690 shares of Schwab US Broad Market ETF worth $1.12M as of Q2 2026.
  • One Day In July LLC sold 100 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.8K.
  • Schwab US Broad Market ETF made up 0.08% of One Day In July LLC's portfolio in Q2 2026, its #72 holding.
  • One Day In July LLC first reported a position in Schwab US Broad Market ETF in Q2 2019 and has held it in 29 quarters since.
  • 754 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.