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Rebalance’s Schwab US Broad Market ETF SCHB Stock Holding History

Rebalance’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 		$427M Sell
14,738,453
-344,034
-2% -$9.63M 22.37% 1
2026
Q1 		$379M Buy
15,082,487
+119,276
+0.8% +$3.13M 21.98% 1
2025
Q4 		$392M Buy
14,963,211
+483,144
+3% +$12.6M 22.94% 1
2025
Q3 		$372M Buy
14,480,067
+1,320,879
+10% +$32.7M 22.46% 1
2025
Q2 		$314M Buy
13,159,188
+1,209,350
+10% +$26.6M 21.31% 1
2025
Q1 		$257M Buy
11,949,838
+478,833
+4% +$10.9M 18.94% 1
2024
Q4 		$260M Sell
11,471,005
-2,237
-0% -$51.1K 19.46% 1
2024
Q3 		$254M Buy
11,473,242
+503,361
+5% +$10.7M 18.64% 1
2024
Q2 		$230M Buy
10,969,881
+167,544
+2% +$3.39M 18.5% 1
2024
Q1 		$220M Buy
10,802,337
+93,426
+0.9% +$1.81M 18.06% 1
2023
Q4 		$199M Sell
10,708,911
-121,050
-1% -$2.09M 17.31% 1
2023
Q3 		$180M Buy
10,829,961
+76,794
+0.7% +$1.33M 17.5% 1
2023
Q2 		$185M Buy
10,753,167
+1,803,597
+20% +$29.4M 17.57% 1
2023
Q1 		$143M Buy
8,949,570
+105,507
+1% +$1.65M 14.11% 1
2022
Q4 		$132M Buy
+8,844,063
New +$133M 13.71% 1

Other funds holding SCHB

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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 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
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

Rebalance's SCHB Position: Q2 2026 in Review

Rebalance reduced its Schwab US Broad Market ETF (SCHB) stake by 2.3% in Q2 2026, selling an estimated $9.63M and leaving 14,738,453 shares worth $427M. The position accounts for 22.37% of the portfolio, ranked #1.

Rebalance first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 418 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Rebalance held 14,738,453 shares of Schwab US Broad Market ETF worth $427M as of Q2 2026.
  • Rebalance sold 344,034 Schwab US Broad Market ETF shares in Q2 2026, an estimated $9.63M.
  • Schwab US Broad Market ETF made up 22.37% of Rebalance's portfolio in Q2 2026, its #1 holding.
  • Rebalance first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 418 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.