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N.E.W. Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

N.E.W. Advisory Services’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 		$1.74K Hold
60
– – ﹤0.01% 871
2026
Q1 		$1.51K Buy
+60
New +$1.57K ﹤0.01% 843

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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 $103B AUM 28.65% 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

N.E.W. Advisory Services's SCHB Position: Q2 2026 in Review

N.E.W. Advisory Services held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 60 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

N.E.W. Advisory Services first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • N.E.W. Advisory Services held 60 shares of Schwab US Broad Market ETF worth $1.74K as of Q2 2026.
  • N.E.W. Advisory Services left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #871 holding.
  • N.E.W. Advisory Services first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.