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Redwood Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Redwood Investment 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 		$392K Sell
13,538
-470
-3% -$13.2K 0.04% 277
2026
Q1 		$352K Buy
14,008
+39
+0.3% +$1.02K 0.04% 246
2025
Q4 		$366K Buy
13,969
+1,050
+8% +$27.3K 0.04% 273
2025
Q3 		$332K Buy
12,919
+38
+0.3% +$941 0.04% 256
2025
Q2 		$307K Buy
12,881
+38
+0.3% +$837 0.03% 260
2025
Q1 		$277K Buy
+12,843
New +$292K 0.03% 266

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

Redwood Investment Management's SCHB Position: Q2 2026 in Review

Redwood Investment Management reduced its Schwab US Broad Market ETF (SCHB) stake by 3.4% in Q2 2026, selling an estimated $13.2K and leaving 13,538 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #277.

Redwood Investment Management first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Redwood Investment Management held 13,538 shares of Schwab US Broad Market ETF worth $392K as of Q2 2026.
  • Redwood Investment Management sold 470 Schwab US Broad Market ETF shares in Q2 2026, an estimated $13.2K.
  • Schwab US Broad Market ETF made up 0.04% of Redwood Investment Management's portfolio in Q2 2026, its #277 holding.
  • Redwood Investment Management first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.