Shira Ridge Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Shira Ridge Wealth Management’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	$611K	Hold	21,114	–	–	0.21%	46
2026 Q1	$530K	Hold	21,114	–	–	0.21%	46
2025 Q4	$554K	Hold	21,114	–	–	0.22%	47
2025 Q3	$543K	Hold	21,114	–	–	0.23%	47
2025 Q2	$503K	Hold	21,114	–	–	0.23%	49
2025 Q1	$455K	Hold	21,114	–	–	0.23%	51
2024 Q4	$479K	Hold	21,114	–	–	0.23%	50
2024 Q3	$468K	Hold	21,114	–	–	0.24%	57
2024 Q2	$442K	Hold	21,114	–	–	0.25%	55
2024 Q1	$430K	Hold	21,114	–	–	0.25%	56
2023 Q4	$392K	Hold	21,114	–	–	0.24%	54
2023 Q3	$351K	Hold	21,114	–	–	0.23%	54
2023 Q2	$364K	Hold	21,114	–	–	0.23%	53
2023 Q1	$337K	Hold	21,114	–	–	0.22%	54
2022 Q4	$315K	Buy	+21,114	New	+$317K	0.22%	54

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $469M AUM

Shira Ridge Wealth Management's SCHB Position: Q2 2026 in Review

Shira Ridge Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 21,114 shares worth $611K. The position accounts for 0.21% of the portfolio, ranked #46.

Shira Ridge Wealth Management first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 971 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Shira Ridge Wealth Management held 21,114 shares of Schwab US Broad Market ETF worth $611K as of Q2 2026.
Shira Ridge Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.21% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #46 holding.
Shira Ridge Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
971 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.