RAFFA WEALTH MANAGEMENT, LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$144K	Hold	4,974	–	–	0.02%	107
2026 Q1	$125K	Sell	4,974 -274	-5%	-$7.19K	0.02%	106
2025 Q4	$138K	Hold	5,248	–	–	0.02%	108
2025 Q3	$135K	Hold	5,248	–	–	0.02%	100
2025 Q2	$125K	Hold	5,248	–	–	0.03%	110
2025 Q1	$113K	Hold	5,248	–	–	0.03%	105
2024 Q4	$119K	Sell	5,248 -26	-0.5%	-$594	0.03%	102
2024 Q3	$117K	Hold	5,274	–	–	0.03%	102
2024 Q2	$111K	Hold	5,274	–	–	0.03%	136
2024 Q1	$107K	Hold	5,274	–	–	0.03%	141
2023 Q4	$97.9K	Hold	5,274	–	–	0.03%	104
2023 Q3	$87.6K	Hold	5,274	–	–	0.03%	100
2023 Q2	$90.9K	Hold	5,274	–	–	0.03%	99
2023 Q1	$84.1K	Hold	5,274	–	–	0.03%	111
2022 Q4	$78.8K	Buy	5,274 +12	+0.2%	+$180	0.03%	106
2022 Q3	$73.7K	Buy	5,262 +9	+0.2%	+$140	0.03%	110
2022 Q2	$77.4K	Hold	5,253	–	–	0.04%	106
2022 Q1	$93.5K	Sell	5,253 -3	-0.1%	-$53	0.03%	96
2021 Q4	$99K	Buy	5,256 +12	+0.2%	+$221	0.03%	95
2021 Q3	$90.8K	Buy	5,244 +12	+0.2%	+$213	0.03%	81
2021 Q2	$90.9K	Buy	5,232 +12	+0.2%	+$203	0.03%	84
2021 Q1	$84.2K	Buy	5,220 +6	+0.1%	+$95	0.03%	106
2020 Q4	$79.1K	Hold	5,214	–	–	0.03%	99
2020 Q3	$69.2K	Hold	5,214	–	–	0.03%	99
2020 Q2	$63.8K	Buy	5,214 +2,394	+85%	+$27.6K	0.02%	101
2020 Q1	$28.4K	Hold	2,820	–	–	0.01%	136
2019 Q4	$36.1K	Hold	2,820	–	–	0.01%	153
2019 Q3	$33.4K	Buy	+2,820	New	+$33.3K	0.01%	160
2019 Q2	–	Sell	-9,150	Closed	-$104K	–	1268
2019 Q1	$104K	Hold	9,150	–	–	0.04%	82
2018 Q4	$91.4K	Hold	9,150	–	–	0.03%	98
2018 Q3	$107K	Hold	9,150	–	–	0.04%	101
2018 Q2	$101K	Hold	9,150	–	–	0.04%	92
2018 Q1	$97.3K	Hold	9,150	–	–	0.04%	90
2017 Q4	$98.4K	Sell	9,150 -2,982	-25%	-$31.3K	0.04%	95
2017 Q3	$123K	Buy	12,132 +12	+0.1%	+$119	0.05%	97
2017 Q2	$118K	Buy	12,120 +12	+0.1%	+$116	0.05%	94
2017 Q1	$115K	Buy	12,108 +1,614	+15%	+$15.1K	0.06%	67
2016 Q4	$94.7K	Buy	10,494 +9,162	+688%	+$80.7K	0.05%	69
2016 Q3	$11.6K	Buy	1,332 +6	+0.5%	+$52	0.01%	167
2016 Q2	$11.1K	Buy	1,326 +6	+0.5%	+$50	0.01%	164
2016 Q1	$10.9K	Sell	1,320 -252	-16%	-$1.96K	0.01%	172
2015 Q4	$12.8K	Buy	1,572 +12	+0.8%	+$99	0.01%	158
2015 Q3	$12.1K	Buy	1,560 +6	+0.4%	+$49	0.01%	159
2015 Q2	$13K	Buy	1,554 +6	+0.4%	+$51	0.01%	153
2015 Q1	$13K	Buy	1,548 +390	+34%	+$3.26K	0.01%	131
2014 Q4	$9.64K	Hold	1,158	–	–	0.01%	144
2014 Q3	$9.16K	Buy	1,158 +6	+0.5%	+$48	0.01%	152
2014 Q2	$9.15K	Buy	1,152 +6	+0.5%	+$46	0.01%	147
2014 Q1	$8.73K	Sell	1,146 -12	-1%	-$90	0.01%	142
2013 Q4	$9.64K	Buy	+1,158	New	+$8.33K	0.01%	144

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SCHB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 4,974 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #107.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SCHB in Q4 2013 and has held it in 50 quarters since. 559 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 4,974 shares of Schwab US Broad Market ETF worth $144K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.02% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #107 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Schwab US Broad Market ETF in Q4 2013 and has held it in 50 quarters since.
559 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.