Russell Investments Group
SCHB icon

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
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 $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return