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Robertson Stephens Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Robertson Stephens Wealth Management’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 		$3.11M Sell
107,451
-1,868
-2% -$52.3K 0.08% 170
2026
Q1 		$2.74M Sell
109,319
-5,761
-5% -$151K 0.08% 177
2025
Q4 		$3.02M Buy
115,080
+5,053
+5% +$132K 0.08% 166
2025
Q3 		$2.83M Sell
110,027
-128,270
-54% -$3.18M 0.09% 151
2025
Q2 		$5.68M Sell
238,297
-22,683
-9% -$500K 0.18% 93
2025
Q1 		$5.62M Buy
260,980
+8,125
+3% +$185K 0.19% 96
2024
Q4 		$5.74M Buy
252,855
+11,103
+5% +$254K 0.2% 101
2024
Q3 		$5.36M Buy
241,752
+25,239
+12% +$539K 0.19% 105
2024
Q2 		$4.55M Buy
216,513
+3,873
+2% +$78.5K 0.23% 82
2024
Q1 		$4.33M Sell
212,640
-13,524
-6% -$262K 0.23% 79
2023
Q4 		$4.2M Buy
226,164
+1,179
+0.5% +$20.4K 0.26% 70
2023
Q3 		$3.74M Sell
224,985
-32,895
-13% -$569K 0.25% 82
2023
Q2 		$4.44M Buy
257,880
+4,530
+2% +$73.8K 0.31% 70
2023
Q1 		$4.04M Buy
253,350
+189
+0.1% +$2.96K 0.31% 69
2022
Q4 		$3.78M Sell
253,161
-1,257
-0.5% -$18.9K 0.37% 61
2022
Q3 		$3.56M Buy
254,418
+4,575
+2% +$71.2K 0.37% 55
2022
Q2 		$3.68M Sell
249,843
-76,236
-23% -$1.22M 0.35% 57
2022
Q1 		$5.8M Buy
326,079
+2,805
+0.9% +$49.2K 0.49% 39
2021
Q4 		$6.09M Buy
323,274
+9,228
+3% +$170K 0.51% 43
2021
Q3 		$5.44M Sell
314,046
-3,162
-1% -$56.2K 0.61% 38
2021
Q2 		$5.51M Buy
317,208
+10,866
+4% +$184K 0.66% 35
2021
Q1 		$4.94M Buy
306,342
+37,908
+14% +$598K 0.79% 29
2020
Q4 		$4.07M Sell
268,434
-11,694
-4% -$167K 0.85% 28
2020
Q3 		$3.72M Buy
280,128
+39,594
+16% +$521K 0.91% 24
2020
Q2 		$2.94M Sell
240,534
-72,270
-23% -$833K 0.85% 29
2020
Q1 		$3.15M Buy
+312,804
New +$3.79M 1.08% 24

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

Robertson Stephens Wealth Management's SCHB Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q2 2026, selling an estimated $52.3K and leaving 107,451 shares worth $3.11M. The position accounts for 0.08% of the portfolio, ranked #170.

Robertson Stephens Wealth Management first reported a position in SCHB in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.09M in Q4 2021. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Robertson Stephens Wealth Management held 107,451 shares of Schwab US Broad Market ETF worth $3.11M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,868 Schwab US Broad Market ETF shares in Q2 2026, an estimated $52.3K.
  • Schwab US Broad Market ETF made up 0.08% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Robertson Stephens Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 26 quarters since.
  • Robertson Stephens Wealth Management's Schwab US Broad Market ETF position peaked at $6.09M in Q4 2021.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.