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RVW Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

RVW Wealth’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
Q3 		$3.16M Buy
107,656
+587
+0.5% +$17.2K 0.2% 52
2026
Q2 		$3.1M Buy
107,069
+239
+0.2% +$6.69K 0.2% 52
2026
Q1 		$2.68M Sell
106,830
-29,032
-21% -$762K 0.21% 52
2025
Q4 		$3.56M Buy
135,862
+576
+0.4% +$15K 0.27% 46
2025
Q3 		$3.48M Buy
135,286
+70
+0.1% +$1.73K 0.27% 45
2025
Q2 		$3.22M Sell
135,216
-582
-0.4% -$12.8K 0.27% 44
2025
Q1 		$2.92M Buy
135,798
+7,017
+5% +$160K 0.28% 43
2024
Q4 		$2.92M Buy
128,781
+138
+0.1% +$3.15K 0.27% 47
2024
Q3 		$2.85M Buy
128,643
+111
+0.1% +$2.37K 0.27% 49
2024
Q2 		$2.69M Buy
128,532
+186
+0.1% +$3.77K 0.27% 47
2024
Q1 		$2.61M Sell
128,346
-612
-0.5% -$11.8K 0.27% 45
2023
Q4 		$2.39M Sell
128,958
-3,576
-3% -$61.8K 0.26% 46
2023
Q3 		$2.2M Buy
132,534
+267
+0.2% +$4.62K 0.27% 44
2023
Q2 		$2.28M Sell
132,267
-1,287
-1% -$21K 0.27% 46
2023
Q1 		$2.13M Sell
133,554
-867
-0.6% -$13.6K 0.26% 47
2022
Q4 		$2.01M Sell
134,421
-1,497
-1% -$22.5K 0.26% 46
2022
Q3 		$1.9M Buy
135,918
+2,292
+2% +$35.7K 0.27% 57
2022
Q2 		$1.97M Buy
133,626
+5,337
+4% +$85.7K 0.26% 55
2022
Q1 		$2.28M Buy
128,289
+285
+0.2% +$5K 0.26% 51
2021
Q4 		$2.41M Sell
128,004
-4,932
-4% -$90.7K 0.27% 51
2021
Q3 		$2M Sell
132,936
-12
-0% -$213 0.24% 50
2021
Q2 		$2M Sell
132,948
-1,590
-1% -$26.9K 0.25% 49
2021
Q1 		$2M Sell
134,538
-12
-0% -$189 0.26% 48
2020
Q4 		$2M Sell
134,550
-7,794
-5% -$111K 0.29% 47
2020
Q3 		$1.89M Sell
142,344
-288
-0.2% -$3.79K 0.32% 45
2020
Q2 		$1.75M Buy
142,632
+14,040
+11% +$162K 0.32% 47
2020
Q1 		$1.29M Sell
128,592
-269,946
-68% -$3.27M 0.3% 53
2019
Q4 		$5.11M Buy
398,538
+10,806
+3% +$133K 1.12% 27
2019
Q3 		$4.59M Sell
387,732
-7,398
-2% -$87.4K 1.09% 28
2019
Q2 		$4.64M Sell
395,130
-14,490
-4% -$167K 1.11% 29
2019
Q1 		$4.65M Buy
+409,620
New +$4.47M 1.19% 29

Other funds holding SCHB

FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return

RVW Wealth's SCHB Position: Q3 2026 in Review

RVW Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 0.55% in Q3 2026, buying an estimated $17.2K and bringing the position to 107,656 shares worth $3.16M. The position accounts for 0.2% of the portfolio, ranked #52.

RVW Wealth first reported a position in SCHB in Q1 2019 and has held it in 31 quarters since. The position peaked at $5.11M in Q4 2019. 177 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • RVW Wealth held 107,656 shares of Schwab US Broad Market ETF worth $3.16M as of Q3 2026.
  • RVW Wealth bought 587 Schwab US Broad Market ETF shares in Q3 2026, an estimated $17.2K.
  • Schwab US Broad Market ETF made up 0.2% of RVW Wealth's portfolio in Q3 2026, its #52 holding.
  • RVW Wealth first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 31 quarters since.
  • RVW Wealth's Schwab US Broad Market ETF position peaked at $5.11M in Q4 2019.
  • 177 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.