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 Q3	$619K	Hold	21,114	–	–	0.22%	43
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

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Shira Ridge Wealth Management's SCHB Position: Q3 2026 in Review

Shira Ridge Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 21,114 shares worth $619K. The position accounts for 0.22% of the portfolio, ranked #43.

Shira Ridge Wealth Management first reported a position in SCHB in Q4 2022 and has held it in 16 quarters since. 66 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Shira Ridge Wealth Management held 21,114 shares of Schwab US Broad Market ETF worth $619K as of Q3 2026.
Shira Ridge Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up 0.22% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #43 holding.
Shira Ridge Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 16 quarters since.
66 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.