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Red Door Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Red Door Wealth 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 		$8.65M Buy
298,651
+2,141
+0.7% +$59.9K 0.79% 36
2026
Q1 		$7.44M Buy
296,510
+9,423
+3% +$247K 0.77% 37
2025
Q4 		$7.53M Sell
287,087
-336
-0.1% -$8.75K 0.78% 34
2025
Q3 		$7.39M Buy
287,423
+42,539
+17% +$1.05M 0.78% 38
2025
Q2 		$5.84M Sell
244,884
-2,463
-1% -$54.3K 0.7% 45
2025
Q1 		$5.33M Buy
247,347
+3,542
+1% +$80.6K 0.79% 43
2024
Q4 		$5.53M Sell
243,805
-452
-0.2% -$10.3K 0.85% 38
2024
Q3 		$5.42M Buy
244,257
+969
+0.4% +$20.7K 0.9% 36
2024
Q2 		$5.1M Buy
243,288
+228
+0.1% +$4.62K 0.9% 38
2024
Q1 		$4.95M Buy
243,060
+687
+0.3% +$13.3K 0.95% 34
2023
Q4 		$4.5M Buy
242,373
+762
+0.3% +$13.2K 0.98% 34
2023
Q3 		$4.01M Buy
241,611
+3,507
+1% +$60.7K 1% 33
2023
Q2 		$4.1M Sell
238,104
-474
-0.2% -$7.73K 0.91% 32
2023
Q1 		$3.81M Sell
238,578
-12,435
-5% -$194K 1.19% 30
2022
Q4 		$3.75M Sell
251,013
-165
-0.1% -$2.48K 1.23% 30
2022
Q3 		$3.52M Buy
251,178
+12
+0% +$187 1.33% 29
2022
Q2 		$3.7M Sell
251,166
-138
-0.1% -$2.21K 1.37% 25
2022
Q1 		$4.47M Sell
251,304
-498
-0.2% -$8.74K 1.5% 20
2021
Q4 		$4.74M Sell
251,802
-906
-0.4% -$16.7K 1.56% 16
2021
Q3 		$4.37M Buy
252,708
+564
+0.2% +$10K 1.67% 13
2021
Q2 		$4.38M Sell
252,144
-18,336
-7% -$310K 1.7% 12
2021
Q1 		$4.37M Sell
270,480
-5,046
-2% -$79.5K 2.23% 9
2020
Q4 		$4.18M Sell
275,526
-12,924
-4% -$184K 2.46% 8
2020
Q3 		$3.84M Sell
288,450
-8,718
-3% -$115K 2.83% 6
2020
Q2 		$3.64M Buy
297,168
+93,720
+46% +$1.08M 2.66% 5
2020
Q1 		$2.05M Buy
203,448
+9,612
+5% +$116K 1.94% 12
2019
Q4 		$2.53M Buy
+193,836
New +$2.38M 2.25% 12

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
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

Red Door Wealth Management's SCHB Position: Q2 2026 in Review

Red Door Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.72% in Q2 2026, buying an estimated $59.9K and bringing the position to 298,651 shares worth $8.65M. The position accounts for 0.79% of the portfolio, ranked #36.

Red Door Wealth Management first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Red Door Wealth Management held 298,651 shares of Schwab US Broad Market ETF worth $8.65M as of Q2 2026.
  • Red Door Wealth Management bought 2,141 Schwab US Broad Market ETF shares in Q2 2026, an estimated $59.9K.
  • Schwab US Broad Market ETF made up 0.79% of Red Door Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Red Door Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.