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Rossmore Private Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Rossmore Private Capital’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 		$1.22K Hold
42
– – ﹤0.01% 356
2026
Q1 		$1.05K Hold
42
– – ﹤0.01% 343
2025
Q4 		$1.1K Hold
42
– – ﹤0.01% 347
2025
Q3 		$1.08K Buy
+42
New +$1.04K ﹤0.01% 328

Other funds holding SCHB

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
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
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
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Rossmore Private Capital's SCHB Position: Q2 2026 in Review

Rossmore Private Capital held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 42 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Rossmore Private Capital first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 911 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Rossmore Private Capital held 42 shares of Schwab US Broad Market ETF worth $1.22K as of Q2 2026.
  • Rossmore Private Capital left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Rossmore Private Capital's portfolio in Q2 2026, its #356 holding.
  • Rossmore Private Capital first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 911 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.