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

Robinson Smith 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 		$31.1M Sell
1,072,620
-7,847
-0.7% -$220K 18.61% 1
2026
Q1 		$27.1M Buy
1,080,467
+6,855
+0.6% +$180K 18.35% 1
2025
Q4 		$28.2M Buy
1,073,612
+54,271
+5% +$1.41M 19.23% 1
2025
Q3 		$26.2M Buy
1,019,341
+19,394
+2% +$480K 18.81% 1
2025
Q2 		$23.8M Sell
999,947
-60,486
-6% -$1.33M 19.04% 1
2025
Q1 		$22.8M Buy
1,060,433
+20,292
+2% +$462K 19.11% 1
2024
Q4 		$23.6M Buy
1,040,141
+50,186
+5% +$1.15M 20.02% 1
2024
Q3 		$22M Buy
989,955
+31,587
+3% +$674K 18.66% 1
2024
Q2 		$20.1M Buy
958,368
+59,175
+7% +$1.2M 17.68% 1
2024
Q1 		$18.3M Buy
899,193
+10,563
+1% +$204K 17.58% 1
2023
Q4 		$16.5M Buy
+888,630
New +$15.3M 16.22% 1

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

Robinson Smith Wealth Advisors's SCHB Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.73% in Q2 2026, selling an estimated $220K and leaving 1,072,620 shares worth $31.1M. The position accounts for 18.61% of the portfolio, ranked #1.

Robinson Smith Wealth Advisors first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Robinson Smith Wealth Advisors held 1,072,620 shares of Schwab US Broad Market ETF worth $31.1M as of Q2 2026.
  • Robinson Smith Wealth Advisors sold 7,847 Schwab US Broad Market ETF shares in Q2 2026, an estimated $220K.
  • Schwab US Broad Market ETF made up 18.61% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Robinson Smith Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.