Rehmann Capital Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Rehmann Capital Advisory Group’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 Q1	$751K	Sell	29,926 -548	-2%	-$14.4K	0.04%	302
2025 Q4	$799K	Buy	30,474 +1,532	+5%	+$39.9K	0.04%	287
2025 Q3	$744K	Buy	28,942 +1,194	+4%	+$29.6K	0.04%	294
2025 Q2	$661K	Hold	27,748	–	–	0.04%	296
2025 Q1	$597K	Hold	27,748	–	–	0.04%	318
2024 Q4	$630K	Buy	27,748 +1	+0%	+$23	0.04%	296
2024 Q3	$615K	Hold	27,747	–	–	0.04%	302
2024 Q2	$582K	Hold	27,747	–	–	0.04%	301
2024 Q1	$565K	Buy	27,747 +6,540	+31%	+$127K	0.04%	296
2023 Q4	$394K	Hold	21,207	–	–	0.03%	363
2023 Q3	$352K	Hold	21,207	–	–	0.03%	366
2023 Q2	$365K	Hold	21,207	–	–	0.03%	376
2023 Q1	$338K	Hold	21,207	–	–	0.03%	393
2022 Q4	$317K	Hold	21,207	–	–	0.03%	394
2022 Q3	$297K	Hold	21,207	–	–	0.03%	378
2022 Q2	$312K	Hold	21,207	–	–	0.03%	364
2022 Q1	$377K	Buy	21,207 +3	+0%	+$53	0.04%	360
2021 Q4	$399K	Hold	21,204	–	–	0.04%	366
2021 Q3	$367K	Hold	21,204	–	–	0.03%	388
2021 Q2	$369K	Hold	21,204	–	–	0.04%	386
2021 Q1	$342K	Hold	21,204	–	–	0.04%	379
2020 Q4	$322K	Hold	21,204	–	–	0.04%	357
2020 Q3	$282K	Hold	21,204	–	–	0.04%	338
2020 Q2	$260K	Hold	21,204	–	–	0.04%	352
2020 Q1	$214K	Buy	+21,204	New	+$257K	0.03%	351
2019 Q3	$1.12M	Buy	181,662 +160,458	+757%	+$1.9M	0.14%	77
2019 Q2	$249K	Hold	21,204	–	–	0.03%	392
2019 Q1	$241K	Buy	+21,204	New	+$232K	0.03%	371
2018 Q4	–	Sell	-21,204	Closed	-$249K	–	2065
2018 Q3	$249K	Sell	21,204 -6	-0%	-$69	0.03%	348
2018 Q2	$233K	Hold	21,210	–	–	0.03%	334
2018 Q1	$225K	Hold	21,210	–	–	0.04%	344
2017 Q4	$228K	Buy	21,210 +36	+0.2%	+$377	0.04%	343
2017 Q3	$215K	Buy	21,174 +90	+0.4%	+$893	0.04%	347
2017 Q2	$205K	Buy	+21,084	New	+$204K	0.04%	343

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Rehmann Capital Advisory Group's SCHB Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Schwab US Broad Market ETF (SCHB) stake by 1.8% in Q1 2026, selling an estimated $14.4K and leaving 29,926 shares worth $751K. The position accounts for 0.04% of the portfolio, ranked #302.

Rehmann Capital Advisory Group first reported a position in SCHB in Q2 2017 and has held it in 34 quarters since. The position peaked at $1.12M in Q3 2019. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Rehmann Capital Advisory Group held 29,926 shares of Schwab US Broad Market ETF worth $751K as of Q1 2026.
Rehmann Capital Advisory Group sold 548 Schwab US Broad Market ETF shares in Q1 2026, an estimated $14.4K.
Schwab US Broad Market ETF made up 0.04% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #302 holding.
Rehmann Capital Advisory Group first reported a position in Schwab US Broad Market ETF in Q2 2017 and has held it in 34 quarters since.
Rehmann Capital Advisory Group's Schwab US Broad Market ETF position peaked at $1.12M in Q3 2019.
1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.