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Roger Wittlin Investment Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Roger Wittlin Investment Advisory’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 		$3.41M Sell
117,806
-184,335
-61% -$5.16M 2.68% 8
2026
Q1 		$7.58M Sell
302,141
-196,192
-39% -$5.15M 6.2% 4
2025
Q4 		$13.1M Sell
498,333
-90,635
-15% -$2.36M 9.14% 4
2025
Q3 		$15.1M Sell
588,968
-31,720
-5% -$785K 8.42% 4
2025
Q2 		$14.8M Buy
620,688
+767
+0.1% +$16.9K 8.25% 4
2025
Q1 		$13.3M Sell
619,921
-4,429
-0.7% -$101K 7.81% 5
2024
Q4 		$14.2M Buy
624,350
+11,321
+2% +$259K 7.94% 5
2024
Q3 		$13.6M Buy
613,029
+3,831
+0.6% +$81.8K 7.82% 3
2024
Q2 		$12.8M Buy
609,198
+44,667
+8% +$905K 8.19% 3
2024
Q1 		$11.5M Sell
564,531
-79,614
-12% -$1.54M 8.06% 3
2023
Q4 		$12M Buy
644,145
+35,283
+6% +$609K 8.83% 2
2023
Q3 		$10.1M Buy
608,862
+2,274
+0.4% +$39.4K 8.59% 2
2023
Q2 		$10.5M Buy
606,588
+117,687
+24% +$1.92M 8.48% 2
2023
Q1 		$7.8M Buy
488,901
+18,048
+4% +$282K 6.97% 3
2022
Q4 		$7.03M Buy
+470,853
New +$7.08M 7.02% 3
2022
Q3 		– Sell
-740,790
Closed -$10.9M – 23
2022
Q2 		$10.9M Buy
+740,790
New +$11.9M 10.77% 2

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
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
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Roger Wittlin Investment Advisory's SCHB Position: Q2 2026 in Review

Roger Wittlin Investment Advisory reduced its Schwab US Broad Market ETF (SCHB) stake by 61% in Q2 2026, selling an estimated $5.16M and leaving 117,806 shares worth $3.41M. The position accounts for 2.68% of the portfolio, ranked #8.

Roger Wittlin Investment Advisory first reported a position in SCHB in Q2 2022 and has held it in 16 quarters since. The position peaked at $15.1M in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Roger Wittlin Investment Advisory held 117,806 shares of Schwab US Broad Market ETF worth $3.41M as of Q2 2026.
  • Roger Wittlin Investment Advisory sold 184,335 Schwab US Broad Market ETF shares in Q2 2026, an estimated $5.16M.
  • Schwab US Broad Market ETF made up 2.68% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #8 holding.
  • Roger Wittlin Investment Advisory first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 16 quarters since.
  • Roger Wittlin Investment Advisory's Schwab US Broad Market ETF position peaked at $15.1M in Q3 2025.
  • 510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.