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Werba Rubin Papier Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Werba Rubin Papier 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
2025
Q4 		– Sell
-18,300
Closed -$470K – 270
2025
Q3 		$470K Buy
+18,300
New +$453K 0.08% 127

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Werba Rubin Papier Wealth Management's SCHB Position: Q4 2025 in Review

Werba Rubin Papier Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 18,300 shares — an estimated $470K sold.

Werba Rubin Papier Wealth Management first reported a position in SCHB in Q3 2025 and held it in 1 quarter. The position peaked at $470K in Q3 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Werba Rubin Papier Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 18,300 Schwab US Broad Market ETF shares in Q4 2025, an estimated $470K.
  • Werba Rubin Papier Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2025 and held it in 1 quarter.
  • Werba Rubin Papier Wealth Management's Schwab US Broad Market ETF position peaked at $470K in Q3 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.