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SRC
Sage Rhino Capital’s
Schwab US Broad Market ETF
SCHB
Stock Holding History
Sage Rhino Capital’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
$453K
Buy
18,031
+43
+0.2%
+$1.13K
0.08%
154
2025
Q4
$472K
Buy
17,988
+47
+0.3%
+$1.22K
0.09%
149
2025
Q3
$461K
Buy
17,941
+43
+0.2%
+$1.06K
0.09%
146
2025
Q2
$427K
Buy
17,898
+44
+0.2%
+$969
0.09%
144
2025
Q1
$384K
Buy
17,854
+46
+0.3%
+$1.05K
0.09%
148
2024
Q4
$404K
Buy
17,808
+114
+0.6%
+$2.6K
0.09%
150
2024
Q3
$392K
Buy
17,694
+90
+0.5%
+$1.92K
0.09%
153
2024
Q2
$369K
Buy
17,604
+336
+2%
+$6.81K
0.09%
150
2024
Q1
$351K
Buy
17,268
+714
+4%
+$13.8K
0.08%
155
2023
Q4
$307K
Buy
16,554
+57
+0.3%
+$984
0.08%
157
2023
Q3
$274K
Buy
16,497
+51
+0.3%
+$883
0.08%
162
2023
Q2
$283K
Buy
16,446
+51
+0.3%
+$831
0.08%
165
2023
Q1
$261K
Buy
16,395
+54
+0.3%
+$844
0.08%
175
2022
Q4
$244K
Buy
16,341
+60
+0.4%
+$902
0.08%
178
2022
Q3
$228K
Buy
16,281
+57
+0.4%
+$887
0.09%
159
2022
Q2
$239K
Buy
16,224
+54
+0.3%
+$867
0.09%
165
2022
Q1
$288K
Buy
16,170
+36
+0.2%
+$632
0.09%
169
2021
Q4
$304K
Buy
+16,134
New
+$297K
0.09%
162
2020
Q1
–
Sell
-15,702
Closed
-$203K
–
159
2019
Q4
$203K
Buy
+15,702
New
+$193K
0.12%
142
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$45.6B AUM
18.83%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
R
Rebalance
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$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
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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