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 Q3	$263K	Hold	8,961	–	–	0.07%	187
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 Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Riverwater Partners's SCHB Position: Q3 2026 in Review

Riverwater Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 8,961 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #187.

Riverwater Partners first reported a position in SCHB in Q4 2021 and has held it in 15 quarters since. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Riverwater Partners held 8,961 shares of Schwab US Broad Market ETF worth $263K as of Q3 2026.
Riverwater Partners left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up 0.07% of Riverwater Partners's portfolio in Q3 2026, its #187 holding.
Riverwater Partners first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 15 quarters since.
1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Riverwater Partners's 13F filing for Q3 2026, filed 3 Nov 2026.