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Rothschild Investment LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Rothschild Investment LLC’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 		$26.5K Sell
914
-132
-13% -$3.69K ﹤0.01% 1452
2026
Q1 		$26.3K Hold
1,046
– – ﹤0.01% 1317
2025
Q4 		$27.4K Hold
1,046
– – ﹤0.01% 1213
2025
Q3 		$26.9K Hold
1,046
– – ﹤0.01% 1167
2025
Q2 		$24.9K Buy
1,046
+26
+3% +$573 ﹤0.01% 969
2025
Q1 		$22K Hold
1,020
– – ﹤0.01% 979
2024
Q4 		$23.2K Buy
1,020
+132
+15% +$3.02K ﹤0.01% 968
2024
Q3 		$19.7K Hold
888
– – ﹤0.01% 1001
2024
Q2 		$18.6K Hold
888
– – ﹤0.01% 987
2024
Q1 		$18.1K Buy
+888
New +$17.2K ﹤0.01% 945

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 $104B AUM 28.3% 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

Rothschild Investment LLC's SCHB Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Schwab US Broad Market ETF (SCHB) stake by 13% in Q2 2026, selling an estimated $3.69K and leaving 914 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Rothschild Investment LLC first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. The position peaked at $27.4K in Q4 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Rothschild Investment LLC held 914 shares of Schwab US Broad Market ETF worth $26.5K as of Q2 2026.
  • Rothschild Investment LLC sold 132 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.69K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1452 holding.
  • Rothschild Investment LLC first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Schwab US Broad Market ETF position peaked at $27.4K in Q4 2025.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.