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 Q1	$538K	Buy	+21,414	New	+$562K	0.14%	80

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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: Q1 2026 in Review

Roberts Wealth Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2026: 21,414 shares worth $538K. The stake represents 0.14% of the portfolio and ranks #80 among its holdings.

1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Roberts Wealth Advisors held 21,414 shares of Schwab US Broad Market ETF worth $538K as of Q1 2026.
Schwab US Broad Market ETF was a new Roberts Wealth Advisors position in Q1 2026.
Schwab US Broad Market ETF made up 0.14% of Roberts Wealth Advisors's portfolio in Q1 2026, its #80 holding.
1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.