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Ruggaard & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Ruggaard & Associates’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 		$286K Sell
9,885
-2
-0% -$56 0.1% 105
2026
Q1 		$248K Sell
9,887
-375
-4% -$9.84K 0.1% 111
2025
Q4 		$269K Hold
10,262
– – 0.11% 103
2025
Q3 		$264K Sell
10,262
-15
-0.1% -$371 0.1% 106
2025
Q2 		$245K Sell
10,277
-3,128
-23% -$68.9K 0.1% 105
2025
Q1 		$289K Sell
13,405
-36
-0.3% -$819 0.13% 93
2024
Q4 		$305K Buy
13,441
+1
+0% +$23 0.13% 90
2024
Q3 		$298K Hold
13,440
– – 0.13% 96
2024
Q2 		$282K Hold
13,440
– – 0.13% 94
2024
Q1 		$274K Sell
13,440
-84
-0.6% -$1.63K 0.13% 97
2023
Q4 		$251K Sell
13,524
-5,850
-30% -$101K 0.13% 99
2023
Q3 		$322K Sell
19,374
-990
-5% -$17.1K 0.19% 76
2023
Q2 		$351K Hold
20,364
– – 0.21% 71
2023
Q1 		$325K Buy
+20,364
New +$318K 0.2% 72

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

Ruggaard & Associates's SCHB Position: Q2 2026 in Review

Ruggaard & Associates reduced its Schwab US Broad Market ETF (SCHB) stake by 0.02% in Q2 2026, selling an estimated $56 and leaving 9,885 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #105.

Ruggaard & Associates first reported a position in SCHB in Q1 2023 and has held it in 14 quarters since. The position peaked at $351K in Q2 2023. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Ruggaard & Associates held 9,885 shares of Schwab US Broad Market ETF worth $286K as of Q2 2026.
  • Ruggaard & Associates sold 2 Schwab US Broad Market ETF shares in Q2 2026, an estimated $56.
  • Schwab US Broad Market ETF made up 0.1% of Ruggaard & Associates's portfolio in Q2 2026, its #105 holding.
  • Ruggaard & Associates first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Ruggaard & Associates's Schwab US Broad Market ETF position peaked at $351K in Q2 2023.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.