Rinkey Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Rinkey Investments’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
2025 Q2	–	Sell	-12,594	Closed	-$271K	–	108
2025 Q1	$271K	Buy	+12,594	New	+$286K	0.09%	76
2023 Q4	–	Sell	-27,402	Closed	-$455K	–	65
2023 Q3	$455K	Buy	27,402 +24	+0.1%	+$415	0.21%	29
2023 Q2	$472K	Sell	27,378 -1,545	-5%	-$25.2K	0.22%	37
2023 Q1	$461K	Buy	28,923 +66	+0.2%	+$1.03K	0.24%	34
2022 Q4	$431K	Sell	28,857 -141	-0.5%	-$2.12K	0.26%	30
2022 Q3	$452K	Buy	28,998 +825	+3%	+$12.8K	0.34%	22
2022 Q2	$452K	Buy	28,173 +954	+4%	+$15.3K	0.4%	22
2022 Q1	$446K	Sell	27,219 -537	-2%	-$9.43K	0.45%	22
2021 Q4	$515K	Buy	+27,756	New	+$511K	0.47%	23

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return