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

BNC 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 		$837K Sell
28,571
-497
-2% -$14.6K 0.19% 61
2026
Q2 		$842K Sell
29,068
-355
-1% -$9.9K 0.2% 62
2026
Q1 		$739K Sell
29,423
-861
-3% -$22.6K 0.2% 63
2025
Q4 		$794K Sell
30,284
-18,174
-38% -$473K 0.2% 59
2025
Q3 		$1.25M Sell
48,458
-3,934
-8% -$97.4K 0.31% 55
2025
Q2 		$1.25M Sell
52,392
-1,597
-3% -$35.2K 0.37% 52
2025
Q1 		$1.16M Buy
53,989
+6
+0% +$136 0.42% 56
2024
Q4 		$1.23M Sell
53,983
-4,979
-8% -$114K 0.4% 51
2024
Q3 		$1.31M Sell
58,962
-5,046
-8% -$108K 0.48% 48
2024
Q2 		$1.34M Sell
64,008
-5,628
-8% -$114K 0.5% 48
2024
Q1 		$1.42M Sell
69,636
-747
-1% -$14.5K 0.61% 46
2023
Q4 		$1.31M Buy
70,383
+708
+1% +$12.2K 0.62% 46
2023
Q3 		$1.16M Buy
69,675
+486
+0.7% +$8.41K 0.62% 50
2023
Q2 		$1.19M Sell
69,189
-2,619
-4% -$42.7K 0.63% 49
2023
Q1 		$1.15M Sell
71,808
-252
-0.3% -$3.94K 0.64% 49
2022
Q4 		$1.08M Sell
72,060
-852
-1% -$12.8K 0.64% 52
2022
Q3 		$1.02M Sell
72,912
-663
-0.9% -$10.3K 0.62% 53
2022
Q2 		$1.08M Sell
73,575
-981
-1% -$15.7K 0.57% 57
2022
Q1 		$1.33M Sell
74,556
-2,700
-3% -$47.4K 0.65% 46
2021
Q4 		$1.46M Buy
+77,256
New +$1.42M 0.69% 42

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

BNC Wealth Management's SCHB Position: Q3 2026 in Review

BNC Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q3 2026, selling an estimated $14.6K and leaving 28,571 shares worth $837K. The position accounts for 0.19% of the portfolio, ranked #61.

BNC Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q4 2021. 1,165 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • BNC Wealth Management held 28,571 shares of Schwab US Broad Market ETF worth $837K as of Q3 2026.
  • BNC Wealth Management sold 497 Schwab US Broad Market ETF shares in Q3 2026, an estimated $14.6K.
  • Schwab US Broad Market ETF made up 0.19% of BNC Wealth Management's portfolio in Q3 2026, its #61 holding.
  • BNC Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 20 quarters since.
  • BNC Wealth Management's Schwab US Broad Market ETF position peaked at $1.46M in Q4 2021.
  • 1,165 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.