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	0.44%	22
2021 Q4	$515K	Buy	+27,756	New	+$511K	0.47%	23

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Rinkey Investments's SCHB Position: Q2 2025 in Review

Rinkey Investments sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 12,594 shares — an estimated $271K sold.

Rinkey Investments first reported a position in SCHB in Q4 2021 and held it in 9 quarters. The position peaked at $515K in Q4 2021. 1,212 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

Rinkey Investments reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
Rinkey Investments sold 12,594 Schwab US Broad Market ETF shares in Q2 2025, an estimated $271K.
Rinkey Investments first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 9 quarters.
Rinkey Investments's Schwab US Broad Market ETF position peaked at $515K in Q4 2021.
1,212 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Rinkey Investments's 13F filing for Q2 2025, filed 13 Aug 2025.