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Raleigh Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Raleigh Capital 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 Hold
500
– – ﹤0.01% 360
2026
Q1 		$12.6K Hold
500
– – ﹤0.01% 378
2025
Q4 		$13.1K Hold
500
– – ﹤0.01% 374
2025
Q3 		$12.9K Hold
500
– – ﹤0.01% 351
2025
Q2 		$11.9K Hold
500
– – 0.01% 362
2025
Q1 		$10.8K Sell
500
-98
-16% -$2.23K ﹤0.01% 355
2024
Q4 		$13.6K Buy
+598
New +$13.7K 0.01% 547

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Betterment LLC
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R
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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

Raleigh Capital Management's SCHB Position: Q2 2026 in Review

Raleigh Capital Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 500 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Raleigh Capital Management first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Raleigh Capital Management held 500 shares of Schwab US Broad Market ETF worth $14.5K as of Q2 2026.
  • Raleigh Capital Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #360 holding.
  • Raleigh Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.