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

Rockwood 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 		$352K Sell
12,149
-21,749
-64% -$609K 0.02% 97
2026
Q1 		$851K Buy
+33,898
New +$889K 0.06% 51
2025
Q1 		– Sell
-9,392
Closed -$214K – 102
2024
Q4 		$214K Buy
+9,392
New +$215K 0.02% 90
2024
Q2 		– Sell
-24,360
Closed -$496K – 92
2024
Q1 		$496K Buy
+24,360
New +$471K 0.06% 50

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Rockwood Wealth Management's SCHB Position: Q2 2026 in Review

Rockwood Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 64% in Q2 2026, selling an estimated $609K and leaving 12,149 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #97.

Rockwood Wealth Management first reported a position in SCHB in Q1 2024 and has held it in 4 quarters since. The position peaked at $851K in Q1 2026. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Rockwood Wealth Management held 12,149 shares of Schwab US Broad Market ETF worth $352K as of Q2 2026.
  • Rockwood Wealth Management sold 21,749 Schwab US Broad Market ETF shares in Q2 2026, an estimated $609K.
  • Schwab US Broad Market ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Rockwood Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 4 quarters since.
  • Rockwood Wealth Management's Schwab US Broad Market ETF position peaked at $851K in Q1 2026.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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