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Red Mountain Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Red Mountain Financial’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 		$362K Sell
12,508
-110
-0.9% -$3.08K 0.3% 54
2026
Q1 		$317K Buy
12,618
+1,067
+9% +$28K 0.3% 54
2025
Q4 		$303K Buy
11,551
+2,173
+23% +$56.6K 0.3% 55
2025
Q3 		$241K Buy
9,378
+924
+11% +$22.9K 0.24% 67
2025
Q2 		$201K Buy
+8,454
New +$186K 0.22% 70

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 $103B AUM 28.65% 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 Mountain Financial's SCHB Position: Q2 2026 in Review

Red Mountain Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 0.87% in Q2 2026, selling an estimated $3.08K and leaving 12,508 shares worth $362K. The position accounts for 0.3% of the portfolio, ranked #54.

Red Mountain Financial first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Red Mountain Financial held 12,508 shares of Schwab US Broad Market ETF worth $362K as of Q2 2026.
  • Red Mountain Financial sold 110 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.08K.
  • Schwab US Broad Market ETF made up 0.3% of Red Mountain Financial's portfolio in Q2 2026, its #54 holding.
  • Red Mountain Financial first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.