RF
SCHB icon

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

Roxbury 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 		$87.5K Buy
3,022
+6
+0.2% +$168 0.07% 153
2026
Q1 		$75.7K Buy
3,016
+6
+0.2% +$157 0.07% 157
2025
Q4 		$79K Buy
3,010
+7
+0.2% +$182 0.07% 145
2025
Q3 		$77.2K Buy
3,003
+6
+0.2% +$149 0.07% 140
2025
Q2 		$71.4K Buy
2,997
+18
+0.6% +$396 0.07% 144
2025
Q1 		$68.3K Buy
2,979
+11
+0.4% +$250 0.07% 144
2024
Q4 		$69.7K Buy
+2,968
New +$67.8K 0.07% 135

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

Roxbury Financial's SCHB Position: Q2 2026 in Review

Roxbury Financial increased its Schwab US Broad Market ETF (SCHB) stake by 0.2% in Q2 2026, buying an estimated $168 and bringing the position to 3,022 shares worth $87.5K. The position accounts for 0.07% of the portfolio, ranked #153.

Roxbury Financial first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Roxbury Financial held 3,022 shares of Schwab US Broad Market ETF worth $87.5K as of Q2 2026.
  • Roxbury Financial bought 6 Schwab US Broad Market ETF shares in Q2 2026, an estimated $168.
  • Schwab US Broad Market ETF made up 0.07% of Roxbury Financial's portfolio in Q2 2026, its #153 holding.
  • Roxbury Financial first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.