Richardson Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Richardson Capital Management’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	$166K	Hold	5,731	–	–	0.07%	58
2026 Q1	$144K	Buy	5,731 +17	+0.3%	+$446	0.07%	59
2025 Q4	$150K	Sell	5,714 -18	-0.3%	-$469	0.08%	46
2025 Q3	$147K	Buy	5,732 +217	+4%	+$5.37K	0.07%	46
2025 Q2	$131K	Buy	5,515 +16	+0.3%	+$352	0.07%	51
2025 Q1	$118K	Buy	5,499 +17	+0.3%	+$387	0.07%	51
2024 Q4	$124K	Sell	5,482 -1,946	-26%	-$44.4K	0.08%	48
2024 Q3	$165K	Buy	7,428 +225	+3%	+$4.8K	0.12%	33
2024 Q2	$151K	Hold	7,203	–	–	0.12%	37
2024 Q1	$147K	Buy	7,203 +504	+8%	+$9.75K	0.12%	35
2023 Q4	$124K	Buy	+6,699	New	+$116K	0.12%	37

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Richardson Capital Management's SCHB Position: Q2 2026 in Review

Richardson Capital Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 5,731 shares worth $166K. The position accounts for 0.07% of the portfolio, ranked #58.

Richardson Capital Management first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Richardson Capital Management held 5,731 shares of Schwab US Broad Market ETF worth $166K as of Q2 2026.
Richardson Capital Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.07% of Richardson Capital Management's portfolio in Q2 2026, its #58 holding.
Richardson Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.