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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
Q2 		$523K Buy
18,071
+40
+0.2% +$1.12K 0.08% 150
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

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

Sage Rhino Capital's SCHB Position: Q2 2026 in Review

Sage Rhino Capital increased its Schwab US Broad Market ETF (SCHB) stake by 0.22% in Q2 2026, buying an estimated $1.12K and bringing the position to 18,071 shares worth $523K. The position accounts for 0.08% of the portfolio, ranked #150.

Sage Rhino Capital first reported a position in SCHB in Q4 2019 and has held it in 20 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sage Rhino Capital held 18,071 shares of Schwab US Broad Market ETF worth $523K as of Q2 2026.
  • Sage Rhino Capital bought 40 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.12K.
  • Schwab US Broad Market ETF made up 0.08% of Sage Rhino Capital's portfolio in Q2 2026, its #150 holding.
  • Sage Rhino Capital first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 20 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.