RRA
SCHB icon

Round Rock Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Round Rock Advisors’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 		$265K Buy
9,158
+11
+0.1% +$308 0.03% 292
2026
Q1 		$230K Buy
9,147
+13
+0.1% +$341 0.04% 298
2025
Q4 		$240K Buy
9,134
+13
+0.1% +$338 0.04% 307
2025
Q3 		$234K Buy
9,121
+13
+0.1% +$322 0.04% 286
2025
Q2 		$217K Buy
+9,108
New +$201K 0.04% 202
2025
Q1 		– Sell
-9,098
Closed -$207K – 228
2024
Q4 		$207K Buy
9,098
+14
+0.2% +$320 0.04% 201
2024
Q3 		$201K Buy
+9,084
New +$194K 0.05% 178

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

Round Rock Advisors's SCHB Position: Q2 2026 in Review

Round Rock Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.12% in Q2 2026, buying an estimated $308 and bringing the position to 9,158 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #292.

Round Rock Advisors first reported a position in SCHB in Q3 2024 and has held it in 7 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Round Rock Advisors held 9,158 shares of Schwab US Broad Market ETF worth $265K as of Q2 2026.
  • Round Rock Advisors bought 11 Schwab US Broad Market ETF shares in Q2 2026, an estimated $308.
  • Schwab US Broad Market ETF made up 0.03% of Round Rock Advisors's portfolio in Q2 2026, its #292 holding.
  • Round Rock Advisors first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.