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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-4,380
Closed -$110K – 125
2026
Q1
$110K Buy
+4,380
New +$115K 0.05% 46

Other funds holding SCHB

RetireMitten Financial's SCHB Position: Q2 2026 in Review

RetireMitten Financial sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 4,380 shares — an estimated $110K sold.

RetireMitten Financial first reported a position in SCHB in Q1 2026 and held it in 1 quarter. The position peaked at $110K in Q1 2026. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • RetireMitten Financial reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • RetireMitten Financial sold 4,380 Schwab US Broad Market ETF shares in Q2 2026, an estimated $110K.
  • RetireMitten Financial first reported a position in Schwab US Broad Market ETF in Q1 2026 and held it in 1 quarter.
  • RetireMitten Financial's Schwab US Broad Market ETF position peaked at $110K in Q1 2026.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on RetireMitten Financial's 13F filing for Q2 2026, filed 10 Aug 2026.