Ritholtz Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.63M | Buy |
263,550
+68,382
| +35% | +$1.91M | 0.11% | 111 |
|
|
2026
Q1 | $4.9M | Buy |
195,168
+9,197
| +5% | +$241K | 0.09% | 166 |
|
|
2025
Q4 | $4.88M | Sell |
185,971
-1,779
| -0.9% | -$46.3K | 0.09% | 150 |
|
|
2025
Q3 | $4.83M | Sell |
187,750
-14,345
| -7% | -$355K | 0.09% | 139 |
|
|
2025
Q2 | $4.82M | Buy |
202,095
+132,223
| +189% | +$2.91M | 0.11% | 117 |
|
|
2025
Q1 | $1.5M | Buy |
69,872
+2,430
| +4% | +$55.3K | 0.04% | 307 |
|
|
2024
Q4 | $1.53M | Buy |
67,442
+8
| +0% | +$183 | 0.05% | 279 |
|
|
2024
Q3 | $1.5M | Sell |
67,434
-198
| -0.3% | -$4.23K | 0.05% | 288 |
|
|
2024
Q2 | $1.42M | Buy |
67,632
+150
| +0.2% | +$3.04K | 0.05% | 261 |
|
|
2024
Q1 | $1.37M | Sell |
67,482
-207
| -0.3% | -$4.01K | 0.05% | 279 |
|
|
2023
Q4 | $1.26M | Buy |
67,689
+2,805
| +4% | +$48.4K | 0.05% | 259 |
|
|
2023
Q3 | $1.08M | Buy |
64,884
+609
| +0.9% | +$10.5K | 0.05% | 259 |
|
|
2023
Q2 | $1.11M | Buy |
64,275
+60
| +0.1% | +$978 | 0.05% | 249 |
|
|
2023
Q1 | $1.02M | Sell |
64,215
-1,437
| -2% | -$22.5K | 0.05% | 256 |
|
|
2022
Q4 | $981K | Sell |
65,652
-18,609
| -22% | -$280K | 0.05% | 236 |
|
|
2022
Q3 | $1.18M | Buy |
+84,261
| New | +$1.31M | 0.06% | 210 |
|
|
2022
Q2 | – | Sell |
-12,960
| Closed | -$231K | – | 596 |
|
|
2022
Q1 | $231K | Buy |
+12,960
| New | +$227K | 0.02% | 473 |
|
|
2021
Q4 | – | Sell |
-13,050
| Closed | -$226K | – | 582 |
|
|
2021
Q3 | $226K | Hold |
13,050
| – | – | 0.02% | 436 |
|
|
2021
Q2 | $227K | Buy |
+13,050
| New | +$221K | 0.02% | 424 |
|
|
2020
Q2 | – | Sell |
-25,770
| Closed | -$260K | – | 302 |
|
|
2020
Q1 | $260K | Sell |
25,770
-2,430
| -9% | -$29.4K | 0.04% | 121 |
|
|
2019
Q4 | $361K | Sell |
28,200
-3,024
| -10% | -$37.1K | 0.05% | 103 |
|
|
2019
Q3 | $370K | Buy |
31,224
+846
| +3% | +$10K | 0.06% | 97 |
|
|
2019
Q2 | $357K | Sell |
30,378
-5,046
| -14% | -$58.3K | 0.06% | 93 |
|
|
2019
Q1 | $402K | Buy |
35,424
+1,650
| +5% | +$18K | 0.07% | 84 |
|
|
2018
Q4 | $337K | Sell |
33,774
-96
| -0.3% | -$1.04K | 0.08% | 85 |
|
|
2018
Q3 | $397K | Buy |
33,870
+3,042
| +10% | +$35.1K | 0.1% | 76 |
|
|
2018
Q2 | $339K | Sell |
30,828
-5,484
| -15% | -$60K | 0.09% | 82 |
|
|
2018
Q1 | $386K | Buy |
36,312
+282
| +0.8% | +$3.1K | 0.11% | 68 |
|
|
2017
Q4 | $387K | Buy |
36,030
+14,940
| +71% | +$157K | 0.11% | 76 |
|
|
2017
Q3 | $214K | Sell |
21,090
-318
| -1% | -$3.16K | 0.08% | 71 |
|
|
2017
Q2 | $209K | Buy |
+21,408
| New | +$207K | 0.09% | 66 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM
Ritholtz Wealth Management's SCHB Position: Q2 2026 in Review
Ritholtz Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 35% in Q2 2026, buying an estimated $1.91M and bringing the position to 263,550 shares worth $7.63M. The position accounts for 0.11% of the portfolio, ranked #111.
Ritholtz Wealth Management first reported a position in SCHB in Q2 2017 and has held it in 31 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.
- Ritholtz Wealth Management held 263,550 shares of Schwab US Broad Market ETF worth $7.63M as of Q2 2026.
- Ritholtz Wealth Management bought 68,382 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.91M.
- Schwab US Broad Market ETF made up 0.11% of Ritholtz Wealth Management's portfolio in Q2 2026, its #111 holding.
- Ritholtz Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2017 and has held it in 31 quarters since.
- 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.