Russell Investments Group
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Russell Investments Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Russell Investments Group’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 		$244K Sell
8,438
-1,007
-11% -$28.2K ﹤0.01% 3100
2026
Q1 		$237K Sell
9,445
-4,355
-32% -$114K ﹤0.01% 2797
2025
Q4 		$362K Sell
13,800
-320
-2% -$8.33K ﹤0.01% 2613
2025
Q3 		$363K Buy
14,120
+4,196
+42% +$104K ﹤0.01% 2608
2025
Q2 		$236K Buy
9,924
+1,552
+19% +$34.2K ﹤0.01% 2603
2025
Q1 		$180K Sell
8,372
-388
-4% -$8.83K ﹤0.01% 2624
2024
Q4 		$199K Buy
8,760
+141
+2% +$3.22K ﹤0.01% 2540
2024
Q3 		$191K Buy
8,619
+2,280
+36% +$48.7K ﹤0.01% 2526
2024
Q2 		$133K Buy
+6,339
New +$128K ﹤0.01% 2566

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

Russell Investments Group's SCHB Position: Q2 2026 in Review

Russell Investments Group reduced its Schwab US Broad Market ETF (SCHB) stake by 11% in Q2 2026, selling an estimated $28.2K and leaving 8,438 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #3100.

Russell Investments Group first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. The position peaked at $363K in Q3 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Russell Investments Group held 8,438 shares of Schwab US Broad Market ETF worth $244K as of Q2 2026.
  • Russell Investments Group sold 1,007 Schwab US Broad Market ETF shares in Q2 2026, an estimated $28.2K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3100 holding.
  • Russell Investments Group first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
  • Russell Investments Group's Schwab US Broad Market ETF position peaked at $363K in Q3 2025.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.