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

RHS Financial’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
Q3 		$7.74M Sell
264,123
-5,509
-2% -$162K 2.62% 8
2026
Q2 		$7.81M Sell
269,632
-1,125
-0.4% -$31.5K 3.15% 7
2026
Q1 		$6.8M Sell
270,757
-20,724
-7% -$544K 3.22% 8
2025
Q4 		$7.65M Sell
291,481
-22,977
-7% -$598K 3.73% 4
2025
Q3 		$8.08M Sell
314,458
-7,279
-2% -$180K 4.19% 2
2025
Q2 		$7.67M Sell
321,737
-39,744
-11% -$875K 4.36% 2
2025
Q1 		$7.78M Sell
361,481
-25,745
-7% -$586K 4.37% 3
2024
Q4 		$8.79M Sell
387,226
-14,768
-4% -$337K 4.55% 2
2024
Q3 		$8.91M Sell
401,994
-8,967
-2% -$191K 4.49% 2
2024
Q2 		$8.61M Sell
410,961
-8,187
-2% -$166K 5.27% 3
2024
Q1 		$8.53M Buy
419,148
+3,900
+0.9% +$75.5K 4.97% 3
2023
Q4 		$7.71M Buy
415,248
+45,978
+12% +$794K 4.88% 3
2023
Q3 		$6.14M Buy
369,270
+12,366
+3% +$214K 4.29% 5
2023
Q2 		$6.15M Sell
356,904
-4,050
-1% -$66K 4.52% 3
2023
Q1 		$5.76M Sell
360,954
-49,032
-12% -$767K 4.38% 4
2022
Q4 		$6.12M Buy
409,986
+82,011
+25% +$1.23M 4.87% 3
2022
Q3 		$4.59M Buy
327,975
+49,608
+18% +$772K 4.08% 5
2022
Q2 		$4.1M Buy
278,367
+29,361
+12% +$471K 3.37% 8
2022
Q1 		$4.43M Buy
249,006
+54,870
+28% +$963K 3.26% 10
2021
Q4 		$3.66M Sell
194,136
-4,818
-2% -$88.6K 2.54% 16
2021
Q3 		$3.44M Sell
198,954
-31,674
-14% -$563K 2.51% 16
2021
Q2 		$4.01M Sell
230,628
-9,000
-4% -$152K 3% 12
2021
Q1 		$3.86M Buy
239,628
+68,706
+40% +$1.08M 3.22% 12
2020
Q4 		$2.59M Buy
170,922
+39,636
+30% +$565K 2.22% 16
2020
Q3 		$1.74M Buy
131,286
+27,138
+26% +$357K 1.75% 18
2020
Q2 		$1.28M Sell
104,148
-31,470
-23% -$363K 1.49% 23
2020
Q1 		$1.37M Sell
135,618
-19,314
-12% -$234K 1.83% 19
2019
Q4 		$1.98M Buy
154,932
+5,274
+4% +$64.7K 2.07% 16
2019
Q3 		$1.77M Sell
149,658
-4,608
-3% -$54.4K 2.09% 14
2019
Q2 		$1.81M Sell
154,266
-12,552
-8% -$145K 2.27% 13
2019
Q1 		$1.89M Sell
166,818
-48,150
-22% -$526K 2.44% 15
2018
Q4 		$2.15M Buy
+214,968
New +$2.32M 3.1% 14

Other funds holding SCHB

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RHS Financial's SCHB Position: Q3 2026 in Review

RHS Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 2% in Q3 2026, selling an estimated $162K and leaving 264,123 shares worth $7.74M. The position accounts for 2.62% of the portfolio, ranked #8.

RHS Financial first reported a position in SCHB in Q4 2018 and has held it in 32 quarters since. The position peaked at $8.91M in Q3 2024. 698 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • RHS Financial held 264,123 shares of Schwab US Broad Market ETF worth $7.74M as of Q3 2026.
  • RHS Financial sold 5,509 Schwab US Broad Market ETF shares in Q3 2026, an estimated $162K.
  • Schwab US Broad Market ETF made up 2.62% of RHS Financial's portfolio in Q3 2026, its #8 holding.
  • RHS Financial first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 32 quarters since.
  • RHS Financial's Schwab US Broad Market ETF position peaked at $8.91M in Q3 2024.
  • 698 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.