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. 1,386 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.
  • 1,386 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.