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Roble Belko & Company’s Schwab US Broad Market ETF SCHB Stock Holding History

Roble Belko & Company’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 		$19.3M Sell
665,320
-3,087
-0.5% -$86.4K 2.08% 13
2026
Q1 		$16.8M Sell
668,407
-68,433
-9% -$1.8M 2.13% 14
2025
Q4 		$19.3M Sell
736,840
-13,508
-2% -$352K 2.53% 14
2025
Q3 		$19.3M Sell
750,348
-10,964
-1% -$271K 2.62% 14
2025
Q2 		$18.1M Sell
761,312
-550
-0.1% -$12.1K 2.64% 13
2025
Q1 		$16.4M Buy
761,862
+698
+0.1% +$15.9K 2.62% 15
2024
Q4 		$17.3M Sell
761,164
-8,033
-1% -$183K 2.75% 13
2024
Q3 		$17.1M Sell
769,197
-4,248
-0.5% -$90.7K 2.69% 14
2024
Q2 		$16.2M Sell
773,445
-31,281
-4% -$634K 2.71% 14
2024
Q1 		$16.4M Sell
804,726
-20,643
-3% -$399K 2.81% 13
2023
Q4 		$15.3M Sell
825,369
-5,271
-0.6% -$91K 2.88% 12
2023
Q3 		$13.8M Sell
830,640
-18,585
-2% -$322K 2.82% 13
2023
Q2 		$14.6M Sell
849,225
-154,809
-15% -$2.52M 2.9% 12
2023
Q1 		$16M Sell
1,004,034
-75,714
-7% -$1.18M 3.27% 10
2022
Q4 		$16.1M Buy
1,079,748
+2,865
+0.3% +$43.1K 3.43% 8
2022
Q3 		$15.1M Buy
1,076,883
+2,415
+0.2% +$37.6K 3.66% 8
2022
Q2 		$15.8M Sell
1,074,468
-6,825
-0.6% -$110K 3.6% 9
2022
Q1 		$19.2M Sell
1,081,293
-110,781
-9% -$1.94M 3.66% 9
2021
Q4 		$22.5M Sell
1,192,074
-82,416
-6% -$1.52M 4.22% 6
2021
Q3 		$22.1M Sell
1,274,490
-54,498
-4% -$969K 4.54% 6
2021
Q2 		$23.1M Sell
1,328,988
-127,902
-9% -$2.16M 5.22% 4
2021
Q1 		$23.5M Buy
1,456,890
+27,996
+2% +$441K 5.67% 3
2020
Q4 		$21.7M Sell
1,428,894
-47,712
-3% -$680K 5.65% 3
2020
Q3 		$19.6M Sell
1,476,606
-38,094
-3% -$501K 5.75% 3
2020
Q2 		$18.5M Sell
1,514,700
-42,072
-3% -$485K 5.56% 3
2020
Q1 		$15.7M Sell
1,556,772
-18,906
-1% -$229K 5.07% 4
2019
Q4 		$20.2M Sell
1,575,678
-33,078
-2% -$406K 5.59% 4
2019
Q3 		$19M Buy
1,608,756
+12,474
+0.8% +$147K 5.59% 4
2019
Q2 		$18.8M Buy
1,596,282
+103,398
+7% +$1.19M 5.8% 4
2019
Q1 		$16.9M Buy
1,492,884
+31,734
+2% +$347K 5.8% 4
2018
Q4 		$14.6M Buy
1,461,150
+231,750
+19% +$2.51M 5.6% 4
2018
Q3 		$14.4M Buy
1,229,400
+46,482
+4% +$536K 5.26% 5
2018
Q2 		$13M Buy
1,182,918
+72,312
+7% +$791K 4.96% 5
2018
Q1 		$11.8M Buy
1,110,606
+79,332
+8% +$872K 4.59% 6
2017
Q4 		$11.1M Buy
1,031,274
+18,138
+2% +$190K 4.53% 7
2017
Q3 		$10.3M Buy
1,013,136
+45,744
+5% +$454K 4.56% 6
2017
Q2 		$9.43M Buy
967,392
+708
+0.1% +$6.84K 4.52% 6
2017
Q1 		$9.19M Buy
966,684
+87,294
+10% +$819K 4.55% 6
2016
Q4 		$7.94M Buy
879,390
+79,344
+10% +$699K 4.16% 6
2016
Q3 		$6.98M Buy
800,046
+21,378
+3% +$186K 3.73% 9
2016
Q2 		$6.53M Buy
778,668
+60,054
+8% +$498K 3.61% 9
2016
Q1 		$5.9M Buy
718,614
+656,058
+1,049% +$5.1M 3.34% 11
2015
Q4 		$511K Buy
62,556
+654
+1% +$5.39K 0.31% 36
2015
Q3 		$479K Buy
61,902
+30,720
+99% +$252K 0.29% 37
2015
Q2 		$261K Buy
31,182
+9,120
+41% +$77.9K 0.15% 49
2015
Q1 		$186K Buy
+22,062
New +$185K 0.11% 52

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 $103B AUM 28.65% 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

Roble Belko & Company's SCHB Position: Q2 2026 in Review

Roble Belko & Company reduced its Schwab US Broad Market ETF (SCHB) stake by 0.46% in Q2 2026, selling an estimated $86.4K and leaving 665,320 shares worth $19.3M. The position accounts for 2.08% of the portfolio, ranked #13.

Roble Belko & Company first reported a position in SCHB in Q1 2015 and has held it in 46 quarters since. The position peaked at $23.5M in Q1 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Roble Belko & Company held 665,320 shares of Schwab US Broad Market ETF worth $19.3M as of Q2 2026.
  • Roble Belko & Company sold 3,087 Schwab US Broad Market ETF shares in Q2 2026, an estimated $86.4K.
  • Schwab US Broad Market ETF made up 2.08% of Roble Belko & Company's portfolio in Q2 2026, its #13 holding.
  • Roble Belko & Company first reported a position in Schwab US Broad Market ETF in Q1 2015 and has held it in 46 quarters since.
  • Roble Belko & Company's Schwab US Broad Market ETF position peaked at $23.5M in Q1 2021.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.