Red Spruce Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Red Spruce Capital’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	$275K	Hold	9,507	–	–	0.1%	89
2026 Q1	$239K	Hold	9,507	–	–	0.1%	92
2025 Q4	$249K	Hold	9,507	–	–	0.1%	90
2025 Q3	$244K	Hold	9,507	–	–	0.1%	90
2025 Q2	$227K	Hold	9,507	–	–	0.1%	89
2025 Q1	$205K	Hold	9,507	–	–	0.1%	88
2024 Q4	$216K	Buy	+9,507	New	+$217K	0.1%	89

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Red Spruce Capital's SCHB Position: Q2 2026 in Review

Red Spruce Capital held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 9,507 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #89.

Red Spruce Capital first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Red Spruce Capital held 9,507 shares of Schwab US Broad Market ETF worth $275K as of Q2 2026.
Red Spruce Capital left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.1% of Red Spruce Capital's portfolio in Q2 2026, its #89 holding.
Red Spruce Capital first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Red Spruce Capital's 13F filing for Q2 2026, filed 7 Jul 2026.