RPSA
SCHB icon

Richard P. Slaughter Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Richard P. Slaughter Associates’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 		$210K Buy
+7,266
New +$203K 0.04% 103
2025
Q4 		– Sell
-9,830
Closed -$253K – 113
2025
Q3 		$253K Sell
9,830
-135
-1% -$3.34K 0.05% 95
2025
Q2 		$237K Sell
9,965
-153
-2% -$3.37K 0.05% 105
2025
Q1 		$218K Sell
10,118
-7,965
-44% -$181K 0.05% 119
2024
Q4 		$410K Sell
18,083
-250
-1% -$5.71K 0.09% 114
2024
Q3 		$407K Sell
18,333
-117
-0.6% -$2.5K 0.09% 117
2024
Q2 		$387K Sell
18,450
-228
-1% -$4.62K 0.09% 113
2024
Q1 		$380K Sell
18,678
-8,043
-30% -$156K 0.09% 121
2023
Q4 		$496K Sell
26,721
-765
-3% -$13.2K 0.12% 117
2023
Q3 		$457K Sell
27,486
-2,238
-8% -$38.7K 0.12% 110
2023
Q2 		$512K Sell
29,724
-1,230
-4% -$20.1K 0.15% 104
2023
Q1 		$494K Sell
30,954
-963
-3% -$15.1K 0.16% 104
2022
Q4 		$477K Sell
31,917
-1,119
-3% -$16.8K 0.15% 108
2022
Q3 		$462K Sell
33,036
-1,098
-3% -$17.1K 0.19% 103
2022
Q2 		$502K Buy
34,134
+2,478
+8% +$39.8K 0.22% 105
2022
Q1 		$563K Sell
31,656
-8,400
-21% -$147K 0.21% 107
2021
Q4 		$754K Sell
40,056
-546
-1% -$10K 0.27% 97
2021
Q3 		$702K Sell
40,602
-9,252
-19% -$165K 0.28% 97
2021
Q2 		$866K Sell
49,854
-1,728
-3% -$29.2K 0.33% 94
2021
Q1 		$831K Sell
51,582
-15,420
-23% -$243K 0.35% 93
2020
Q4 		$1.02M Sell
67,002
-22,626
-25% -$322K 0.43% 74
2020
Q3 		$1.19M Sell
89,628
-15,402
-15% -$203K 0.54% 49
2020
Q2 		$1.29M Sell
105,030
-10,728
-9% -$124K 0.56% 52
2020
Q1 		$1.17M Sell
115,758
-4,998
-4% -$60.5K 0.61% 47
2019
Q4 		$1.55M Buy
+120,756
New +$1.48M 0.62% 54

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 $104B AUM 28.3% 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

Richard P. Slaughter Associates's SCHB Position: Q2 2026 in Review

Richard P. Slaughter Associates opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,266 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #103 among its holdings. This is a return to the name: Richard P. Slaughter Associates previously reported a position in SCHB as recently as Q3 2025.

Richard P. Slaughter Associates first reported a position in SCHB in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.55M in Q4 2019. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Richard P. Slaughter Associates held 7,266 shares of Schwab US Broad Market ETF worth $210K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Richard P. Slaughter Associates position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.04% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #103 holding.
  • Richard P. Slaughter Associates first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 25 quarters since.
  • Richard P. Slaughter Associates's Schwab US Broad Market ETF position peaked at $1.55M in Q4 2019.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.