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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
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

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

RVW Wealth's SCHB Position: Q2 2026 in Review

RVW Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 0.22% in Q2 2026, buying an estimated $6.69K and bringing the position to 107,069 shares worth $3.1M. 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 30 quarters since. The position peaked at $5.11M in Q4 2019. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • RVW Wealth held 107,069 shares of Schwab US Broad Market ETF worth $3.1M as of Q2 2026.
  • RVW Wealth bought 239 Schwab US Broad Market ETF shares in Q2 2026, an estimated $6.69K.
  • Schwab US Broad Market ETF made up 0.2% of RVW Wealth's portfolio in Q2 2026, its #52 holding.
  • RVW Wealth first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 30 quarters since.
  • RVW Wealth's Schwab US Broad Market ETF position peaked at $5.11M in Q4 2019.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.