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Robinswood Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Robinswood Financial’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 		$230K Sell
7,928
-124
-2% -$3.47K 0.07% 72
2026
Q1 		$202K Sell
8,052
-916
-10% -$24K 0.06% 73
2025
Q4 		$235K Buy
8,968
+1
+0% +$26 0.08% 66
2025
Q3 		$231K Sell
8,967
-81
-0.9% -$2K 0.08% 68
2025
Q2 		$216K Buy
9,048
+9
+0.1% +$198 0.08% 70
2025
Q1 		$195K Buy
9,039
+2
+0% +$45 0.07% 69
2024
Q4 		$205K Buy
9,037
+49
+0.5% +$1.12K 0.08% 61
2024
Q3 		$199K Buy
8,988
+1,242
+16% +$26.5K 0.07% 63
2024
Q2 		$162K Buy
7,746
+2,673
+53% +$54.2K 0.07% 70
2024
Q1 		$103K Sell
5,073
-2,811
-36% -$54.4K 0.04% 72
2023
Q4 		$146K Sell
7,884
-14,433
-65% -$249K 0.06% 62
2023
Q3 		$371K Sell
22,317
-4,425
-17% -$76.6K 0.18% 41
2023
Q2 		$461K Buy
+26,742
New +$436K 0.21% 36

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

Robinswood Financial's SCHB Position: Q2 2026 in Review

Robinswood Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 1.5% in Q2 2026, selling an estimated $3.47K and leaving 7,928 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #72.

Robinswood Financial first reported a position in SCHB in Q2 2023 and has held it in 13 quarters since. The position peaked at $461K in Q2 2023. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Robinswood Financial held 7,928 shares of Schwab US Broad Market ETF worth $230K as of Q2 2026.
  • Robinswood Financial sold 124 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.47K.
  • Schwab US Broad Market ETF made up 0.07% of Robinswood Financial's portfolio in Q2 2026, its #72 holding.
  • Robinswood Financial first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 13 quarters since.
  • Robinswood Financial's Schwab US Broad Market ETF position peaked at $461K in Q2 2023.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.