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Rockbridge Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Rockbridge Investment 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
Q1 		$8.63M Sell
343,642
-3,177
-0.9% -$83.4K 0.78% 19
2025
Q4 		$9.1M Sell
346,819
-7,625
-2% -$198K 0.85% 18
2025
Q3 		$9.11M Sell
354,444
-4,898
-1% -$121K 0.9% 17
2025
Q2 		$8.56M Sell
359,342
-2,131
-0.6% -$46.9K 0.92% 17
2025
Q1 		$7.78M Sell
361,473
-3,396
-0.9% -$77.3K 0.92% 18
2024
Q4 		$8.28M Sell
364,869
-18,357
-5% -$419K 1.06% 18
2024
Q3 		$8.5M Sell
383,226
-69,945
-15% -$1.49M 1.1% 19
2024
Q2 		$9.5M Sell
453,171
-17,199
-4% -$348K 1.35% 16
2024
Q1 		$9.57M Sell
470,370
-21,276
-4% -$412K 1.4% 17
2023
Q4 		$9.12M Sell
491,646
-11,589
-2% -$200K 1.4% 17
2023
Q3 		$8.36M Sell
503,235
-19,140
-4% -$331K 1.48% 17
2023
Q2 		$9M Sell
522,375
-43,755
-8% -$713K 1.58% 16
2023
Q1 		$9.03M Sell
566,130
-13,269
-2% -$207K 1.66% 16
2022
Q4 		$8.65M Buy
579,399
+39,861
+7% +$599K 1.75% 15
2022
Q3 		$7.55M Buy
539,538
+15,342
+3% +$239K 1.78% 14
2022
Q2 		$7.72M Sell
524,196
-118,977
-18% -$1.91M 1.68% 14
2022
Q1 		$11.5M Sell
643,173
-7,371
-1% -$129K 1.77% 14
2021
Q4 		$12.3M Sell
650,544
-13,800
-2% -$254K 1.8% 13
2021
Q3 		$11.5M Sell
664,344
-8,676
-1% -$154K 1.9% 12
2021
Q2 		$11.7M Sell
673,020
-22,458
-3% -$380K 1.98% 11
2021
Q1 		$11.2M Sell
695,478
-17,556
-2% -$277K 2.12% 10
2020
Q4 		$10.8M Sell
713,034
-30,300
-4% -$432K 2.21% 10
2020
Q3 		$9.87M Sell
743,334
-51,030
-6% -$671K 2.34% 10
2020
Q2 		$9.73M Buy
+794,364
New +$9.16M 2.52% 9

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Rockbridge Investment Management's SCHB Position: Q1 2026 in Review

Rockbridge Investment Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.92% in Q1 2026, selling an estimated $83.4K and leaving 343,642 shares worth $8.63M. The position accounts for 0.78% of the portfolio, ranked #19.

Rockbridge Investment Management first reported a position in SCHB in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.3M in Q4 2021. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Rockbridge Investment Management held 343,642 shares of Schwab US Broad Market ETF worth $8.63M as of Q1 2026.
  • Rockbridge Investment Management sold 3,177 Schwab US Broad Market ETF shares in Q1 2026, an estimated $83.4K.
  • Schwab US Broad Market ETF made up 0.78% of Rockbridge Investment Management's portfolio in Q1 2026, its #19 holding.
  • Rockbridge Investment Management first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's Schwab US Broad Market ETF position peaked at $12.3M in Q4 2021.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.