RP
SCHB icon

Riverwater Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Riverwater Partners’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 		$260K Sell
8,961
-500
-5% -$14K 0.08% 191
2026
Q1 		$237K Hold
9,461
– – 0.08% 200
2025
Q4 		$248K Hold
9,461
– – 0.1% 188
2025
Q3 		$243K Hold
9,461
– – 0.1% 200
2025
Q2 		$225K Sell
9,461
-97
-1% -$2.14K 0.11% 192
2025
Q1 		$206K Buy
9,558
+97
+1% +$2.21K 0.11% 195
2024
Q4 		$215K Sell
9,461
-661
-7% -$15.1K 0.1% 208
2024
Q3 		$222K Hold
10,122
– – 0.11% 195
2024
Q2 		$212K Sell
10,122
-1,494
-13% -$30.3K 0.16% 177
2024
Q1 		$236K Hold
11,616
– – 0.17% 173
2023
Q4 		$216K Buy
+11,616
New +$201K 0.17% 185
2023
Q3 		– Sell
-11,616
Closed -$200K – 207
2023
Q2 		$200K Buy
+11,616
New +$189K 0.18% 176
2022
Q2 		– Sell
-11,616
Closed -$207K – 199
2022
Q1 		$207K Hold
11,616
– – 0.34% 101
2021
Q4 		$219K Buy
+11,616
New +$214K 0.19% 192

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

Riverwater Partners's SCHB Position: Q2 2026 in Review

Riverwater Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 5.3% in Q2 2026, selling an estimated $14K and leaving 8,961 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #191.

Riverwater Partners first reported a position in SCHB in Q4 2021 and has held it in 14 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Riverwater Partners held 8,961 shares of Schwab US Broad Market ETF worth $260K as of Q2 2026.
  • Riverwater Partners sold 500 Schwab US Broad Market ETF shares in Q2 2026, an estimated $14K.
  • Schwab US Broad Market ETF made up 0.08% of Riverwater Partners's portfolio in Q2 2026, its #191 holding.
  • Riverwater Partners first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.