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Roberts Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Roberts Wealth Advisors’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 		$415K Sell
14,317
-7,097
-33% -$199K 0.09% 89
2026
Q1 		$538K Buy
+21,414
New +$562K 0.14% 80

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UBS Group
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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

Roberts Wealth Advisors's SCHB Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 33% in Q2 2026, selling an estimated $199K and leaving 14,317 shares worth $415K. The position accounts for 0.09% of the portfolio, ranked #89.

Roberts Wealth Advisors first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. The position peaked at $538K in Q1 2026. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Roberts Wealth Advisors held 14,317 shares of Schwab US Broad Market ETF worth $415K as of Q2 2026.
  • Roberts Wealth Advisors sold 7,097 Schwab US Broad Market ETF shares in Q2 2026, an estimated $199K.
  • Schwab US Broad Market ETF made up 0.09% of Roberts Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Roberts Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Roberts Wealth Advisors's Schwab US Broad Market ETF position peaked at $538K in Q1 2026.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.