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 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 $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return