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

RWA Wealth Partners’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 		$3.01M Sell
103,832
-363
-0.3% -$10.2K 0.03% 224
2026
Q1 		$2.62M Sell
104,195
-571
-0.5% -$15K 0.03% 228
2025
Q4 		$2.75M Buy
104,766
+195
+0.2% +$5.08K 0.03% 228
2025
Q3 		$2.69M Buy
104,571
+7,696
+8% +$190K 0.03% 231
2025
Q2 		$2.31M Sell
96,875
-12,697
-12% -$280K 0.03% 232
2025
Q1 		$2.36M Buy
109,572
+572
+0.5% +$13K 0.03% 225
2024
Q4 		$2.47M Buy
109,000
+31
+0% +$708 0.03% 225
2024
Q3 		$2.42M Sell
108,969
-3,060
-3% -$65.3K 0.03% 231
2024
Q2 		$2.35M Sell
112,029
-5,100
-4% -$103K 0.03% 217
2024
Q1 		$2.38M Sell
117,129
-369
-0.3% -$7.14K 0.03% 218
2023
Q4 		$2.18M Buy
117,498
+441
+0.4% +$7.62K 0.03% 219
2023
Q3 		$1.95M Buy
117,057
+36
+0% +$623 0.04% 135
2023
Q2 		$2.02M Buy
+117,021
New +$1.91M 0.04% 129

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 $103B AUM 28.65% 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

RWA Wealth Partners's SCHB Position: Q2 2026 in Review

RWA Wealth Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 0.35% in Q2 2026, selling an estimated $10.2K and leaving 103,832 shares worth $3.01M. The position accounts for 0.03% of the portfolio, ranked #224.

RWA Wealth Partners first reported a position in SCHB in Q2 2023 and has held it in 13 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • RWA Wealth Partners held 103,832 shares of Schwab US Broad Market ETF worth $3.01M as of Q2 2026.
  • RWA Wealth Partners sold 363 Schwab US Broad Market ETF shares in Q2 2026, an estimated $10.2K.
  • Schwab US Broad Market ETF made up 0.03% of RWA Wealth Partners's portfolio in Q2 2026, its #224 holding.
  • RWA Wealth Partners first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.