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

RIA 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
Q2 		$559K Sell
19,306
-493
-2% -$13.8K 0.12% 89
2026
Q1 		$497K Sell
19,799
-40
-0.2% -$1.05K 0.12% 88
2025
Q4 		$520K Sell
19,839
-1,741
-8% -$45.3K 0.13% 89
2025
Q3 		$555K Sell
21,580
-143
-0.7% -$3.54K 0.14% 79
2025
Q2 		$518K Sell
21,723
-2,121
-9% -$46.7K 0.15% 76
2025
Q1 		$513K Buy
23,844
+214
+0.9% +$4.87K 0.17% 79
2024
Q4 		$536K Sell
23,630
-1,948
-8% -$44.5K 0.18% 70
2024
Q3 		$567K Buy
+25,578
New +$546K 0.2% 60
2024
Q1 		$495K Buy
+24,309
New +$470K 0.2% 65
2023
Q4 		– Sell
-17,061
Closed -$284K – 177
2023
Q3 		$284K Buy
17,061
+1,737
+11% +$30.1K 0.13% 85
2023
Q2 		$264K Hold
15,324
– – 0.11% 89
2023
Q1 		$244K Buy
+15,324
New +$240K 0.11% 96

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

RIA Advisory Group's SCHB Position: Q2 2026 in Review

RIA Advisory Group reduced its Schwab US Broad Market ETF (SCHB) stake by 2.5% in Q2 2026, selling an estimated $13.8K and leaving 19,306 shares worth $559K. The position accounts for 0.12% of the portfolio, ranked #89.

RIA Advisory Group first reported a position in SCHB in Q1 2023 and has held it in 12 quarters since. The position peaked at $567K in Q3 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • RIA Advisory Group held 19,306 shares of Schwab US Broad Market ETF worth $559K as of Q2 2026.
  • RIA Advisory Group sold 493 Schwab US Broad Market ETF shares in Q2 2026, an estimated $13.8K.
  • Schwab US Broad Market ETF made up 0.12% of RIA Advisory Group's portfolio in Q2 2026, its #89 holding.
  • RIA Advisory Group first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 12 quarters since.
  • RIA Advisory Group's Schwab US Broad Market ETF position peaked at $567K in Q3 2024.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.