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

RTD Financial 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 		$3.44M Buy
118,904
+6
+0% +$168 0.38% 47
2026
Q1 		$2.98M Sell
118,898
-817
-0.7% -$21.4K 0.37% 47
2025
Q4 		$3.14M Sell
119,715
-6,115
-5% -$159K 0.38% 47
2025
Q3 		$3.24M Sell
125,830
-9,969
-7% -$247K 0.39% 45
2025
Q2 		$3.24M Sell
135,799
-960
-0.7% -$21.1K 0.41% 44
2025
Q1 		$2.94M Sell
136,759
-7,384
-5% -$168K 0.4% 45
2024
Q4 		$3.27M Buy
144,143
+8
+0% +$183 0.42% 42
2024
Q3 		$3.2M Sell
144,135
-2,412
-2% -$51.5K 0.4% 43
2024
Q2 		$3.07M Sell
146,547
-5,772
-4% -$117K 0.41% 43
2024
Q1 		$3.1M Sell
152,319
-621
-0.4% -$12K 0.42% 43
2023
Q4 		$2.84M Sell
152,940
-2,148
-1% -$37.1K 0.4% 42
2023
Q3 		$2.58M Sell
155,088
-5,118
-3% -$88.6K 0.39% 44
2023
Q2 		$2.76M Sell
160,206
-1,602
-1% -$26.1K 0.4% 43
2023
Q1 		$2.58M Sell
161,808
-558
-0.3% -$8.72K 0.4% 43
2022
Q4 		$2.43M Sell
162,366
-2,649
-2% -$39.8K 0.4% 44
2022
Q3 		$2.31M Sell
165,015
-2,649
-2% -$41.2K 0.43% 44
2022
Q2 		$2.47M Sell
167,664
-636
-0.4% -$10.2K 0.38% 46
2022
Q1 		$3M Sell
168,300
-2,544
-1% -$44.7K 0.4% 43
2021
Q4 		$3.22M Buy
+170,844
New +$3.14M 0.42% 44

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 $103B AUM 28.65% 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

RTD Financial Advisors's SCHB Position: Q2 2026 in Review

RTD Financial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.01% in Q2 2026, buying an estimated $168 and bringing the position to 118,904 shares worth $3.44M. The position accounts for 0.38% of the portfolio, ranked #47.

RTD Financial Advisors first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • RTD Financial Advisors held 118,904 shares of Schwab US Broad Market ETF worth $3.44M as of Q2 2026.
  • RTD Financial Advisors bought 6 Schwab US Broad Market ETF shares in Q2 2026, an estimated $168.
  • Schwab US Broad Market ETF made up 0.38% of RTD Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • RTD Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.