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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
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 		$1.27M 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 		$1.99M 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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

RHS Financial's SCHB Position: Q1 2026 in Review

RHS Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 7.1% in Q1 2026, selling an estimated $544K and leaving 270,757 shares worth $6.8M. The position accounts for 3.22% of the portfolio, ranked #8.

RHS Financial first reported a position in SCHB in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.91M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • RHS Financial held 270,757 shares of Schwab US Broad Market ETF worth $6.8M as of Q1 2026.
  • RHS Financial sold 20,724 Schwab US Broad Market ETF shares in Q1 2026, an estimated $544K.
  • Schwab US Broad Market ETF made up 3.22% of RHS Financial's portfolio in Q1 2026, its #8 holding.
  • RHS Financial first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 30 quarters since.
  • RHS Financial's Schwab US Broad Market ETF position peaked at $8.91M in Q3 2024.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.