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

Rossby 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 		$311K Hold
10,737
– – 0.06% 295
2026
Q1 		$272K Hold
10,737
– – 0.06% 305
2025
Q4 		$282K Hold
10,737
– – 0.09% 209
2025
Q3 		$277K Hold
10,737
– – 0.09% 219
2025
Q2 		$256K Sell
10,737
-4,848
-31% -$107K 0.09% 218
2025
Q1 		$331K Buy
15,585
+1,262
+9% +$28.7K 0.14% 152
2024
Q4 		$325K Buy
+14,323
New +$327K 0.2% 128

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

Rossby Financial's SCHB Position: Q2 2026 in Review

Rossby Financial held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 10,737 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #295.

Rossby Financial first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $331K in Q1 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Rossby Financial held 10,737 shares of Schwab US Broad Market ETF worth $311K as of Q2 2026.
  • Rossby Financial left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.06% of Rossby Financial's portfolio in Q2 2026, its #295 holding.
  • Rossby Financial first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's Schwab US Broad Market ETF position peaked at $331K in Q1 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.