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JNBA Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

JNBA Financial Advisors’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 		$64.2K Hold
2,216
– – ﹤0.01% 296
2026
Q1 		$55.6K Hold
2,216
– – ﹤0.01% 292
2025
Q4 		$58.1K Sell
2,216
-193
-8% -$5.02K 0.01% 291
2025
Q3 		$61.9K Hold
2,409
– – 0.01% 280
2025
Q2 		$57.4K Hold
2,409
– – 0.01% 280
2025
Q1 		$51.9K Buy
2,409
+417
+21% +$9.49K 0.01% 279
2024
Q4 		$45.2K Hold
1,992
– – ﹤0.01% 293
2024
Q3 		$44.2K Buy
1,992
+900
+82% +$19.2K ﹤0.01% 303
2024
Q2 		$22.9K Hold
1,092
– – ﹤0.01% 369
2024
Q1 		$22.2K Hold
1,092
– – ﹤0.01% 383
2023
Q4 		$20.3K Sell
1,092
-1,656
-60% -$28.6K ﹤0.01% 390
2023
Q3 		$45.7K Hold
2,748
– – 0.01% 285
2023
Q2 		$47.4K Hold
2,748
– – 0.01% 290
2023
Q1 		$43.8K Hold
2,748
– – 0.01% 295
2022
Q4 		$41K Hold
2,748
– – 0.01% 300
2022
Q3 		$38K Hold
2,748
– – 0.01% 300
2022
Q2 		$40K Buy
2,748
+1,476
+116% +$23.7K 0.01% 300
2022
Q1 		$23K Sell
1,272
-24
-2% -$421 ﹤0.01% 384
2021
Q4 		$24K Buy
1,296
+24
+2% +$442 ﹤0.01% 390
2021
Q3 		$22K Buy
1,272
+60
+5% +$1.07K ﹤0.01% 403
2021
Q2 		$21K Hold
1,212
– – ﹤0.01% 401
2021
Q1 		$20K Buy
+1,212
New +$19.1K ﹤0.01% 387
2018
Q4 		– Sell
-363,966
Closed -$4.27M – 695
2018
Q3 		$4.27M Buy
+363,966
New +$4.19M 1.92% 10
2016
Q4 		– Sell
-9,342
Closed -$81K – 1178
2016
Q3 		$81K Buy
+9,342
New +$81.1K 0.01% 412
2016
Q1 		– Sell
-4,884
Closed -$40K – 559
2015
Q4 		$40K Hold
4,884
– – 0.02% 213
2015
Q3 		$38K Sell
4,884
-13,716
-74% -$113K 0.02% 207
2015
Q2 		$156K Hold
18,600
– – 0.06% 105
2015
Q1 		$156K Hold
18,600
– – 0.06% 106
2014
Q4 		$154K Hold
18,600
– – 0.06% 110
2014
Q3 		$147K Buy
+18,600
New +$149K 0.07% 111

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

JNBA Financial Advisors's SCHB Position: Q2 2026 in Review

JNBA Financial Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 2,216 shares worth $64.2K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

JNBA Financial Advisors first reported a position in SCHB in Q3 2014 and has held it in 30 quarters since. The position peaked at $4.27M in Q3 2018. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • JNBA Financial Advisors held 2,216 shares of Schwab US Broad Market ETF worth $64.2K as of Q2 2026.
  • JNBA Financial Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #296 holding.
  • JNBA Financial Advisors first reported a position in Schwab US Broad Market ETF in Q3 2014 and has held it in 30 quarters since.
  • JNBA Financial Advisors's Schwab US Broad Market ETF position peaked at $4.27M in Q3 2018.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.