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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
Q2 		$842K Sell
29,068
-355
-1% -$9.94K 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 $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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

BNC Wealth Management's SCHB Position: Q2 2026 in Review

BNC Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.2% in Q2 2026, selling an estimated $9.94K and leaving 29,068 shares worth $842K. The position accounts for 0.2% of the portfolio, ranked #62.

BNC Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q4 2021. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • BNC Wealth Management held 29,068 shares of Schwab US Broad Market ETF worth $842K as of Q2 2026.
  • BNC Wealth Management sold 355 Schwab US Broad Market ETF shares in Q2 2026, an estimated $9.94K.
  • Schwab US Broad Market ETF made up 0.2% of BNC Wealth Management's portfolio in Q2 2026, its #62 holding.
  • BNC Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • BNC Wealth Management's Schwab US Broad Market ETF position peaked at $1.46M in Q4 2021.
  • 1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.