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Royal Capital Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Royal Capital Wealth Management’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 		$524K Buy
18,101
+5
+0% +$140 0.29% 51
2026
Q1 		$454K Buy
18,096
+5
+0% +$131 0.28% 50
2025
Q4 		$475K Buy
18,091
+5
+0% +$130 0.28% 53
2025
Q3 		$465K Buy
18,086
+6
+0% +$149 0.29% 54
2025
Q2 		$431K Buy
18,080
+5
+0% +$110 0.29% 54
2025
Q1 		$389K Buy
18,075
+5
+0% +$114 0.27% 55
2024
Q4 		$410K Buy
18,070
+7
+0% +$160 0.29% 52
2024
Q3 		$401K Sell
18,063
-1,938
-10% -$41.4K 0.28% 57
2024
Q2 		$419K Hold
20,001
– – 0.32% 51
2024
Q1 		$407K Sell
20,001
-9,105
-31% -$176K 0.32% 52
2023
Q4 		$540K Buy
29,106
+9
+0% +$155 0.47% 42
2023
Q3 		$484K Buy
29,097
+9,114
+46% +$158K 0.46% 41
2023
Q2 		$344K Buy
19,983
+306
+2% +$4.99K 0.32% 60
2023
Q1 		$314K Buy
19,677
+6
+0% +$94 0.32% 66
2022
Q4 		$294K Buy
19,671
+270
+1% +$4.06K 0.31% 66
2022
Q3 		$272K Buy
19,401
+6
+0% +$93 0.32% 70
2022
Q2 		$286K Buy
19,395
+105
+0.5% +$1.69K 0.31% 72
2022
Q1 		$343K Sell
19,290
-600
-3% -$10.5K 0.34% 70
2021
Q4 		$375K Buy
+19,890
New +$366K 0.36% 66

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

Royal Capital Wealth Management's SCHB Position: Q2 2026 in Review

Royal Capital Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.03% in Q2 2026, buying an estimated $140 and bringing the position to 18,101 shares worth $524K. The position accounts for 0.29% of the portfolio, ranked #51.

Royal Capital Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. The position peaked at $540K in Q4 2023. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Royal Capital Wealth Management held 18,101 shares of Schwab US Broad Market ETF worth $524K as of Q2 2026.
  • Royal Capital Wealth Management bought 5 Schwab US Broad Market ETF shares in Q2 2026, an estimated $140.
  • Schwab US Broad Market ETF made up 0.29% of Royal Capital Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Royal Capital Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Royal Capital Wealth Management's Schwab US Broad Market ETF position peaked at $540K in Q4 2023.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.