Nalls Sherbakoff Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Nalls Sherbakoff Group’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	$21.2M	Sell	808,772 -49,171	-6%	-$1.28M	15.3%	1
2025 Q3	$22.1M	Buy	857,943 +4,340	+0.5%	+$107K	14.88%	1
2025 Q2	$20.3M	Buy	853,603 +12,253	+1%	+$270K	14.81%	1
2025 Q1	$18.1M	Buy	+841,350	New	+$19.1M	14.72%	1
2023 Q4	$17.9M	Buy	962,571 +9,387	+1%	+$162K	15.9%	1
2023 Q3	$15.8M	Sell	953,184 -735	-0.1%	-$12.7K	15.41%	1
2023 Q2	$15.5M	Buy	953,919 +34,338	+4%	+$560K	15.18%	1
2023 Q1	$14.4M	Buy	+919,581	New	+$14.4M	14.38%	1
2018 Q4	$7.05M	Buy	+705,750	New	+$7.63M	11.27%	1

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Nalls Sherbakoff Group's SCHB Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Schwab US Broad Market ETF (SCHB) stake by 5.7% in Q4 2025, selling an estimated $1.28M and leaving 808,772 shares worth $21.2M. The position accounts for 15.3% of the portfolio, ranked #1.

Nalls Sherbakoff Group first reported a position in SCHB in Q4 2018 and has held it in 9 quarters since. The position peaked at $22.1M in Q3 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

Nalls Sherbakoff Group held 808,772 shares of Schwab US Broad Market ETF worth $21.2M as of Q4 2025.
Nalls Sherbakoff Group sold 49,171 Schwab US Broad Market ETF shares in Q4 2025, an estimated $1.28M.
Schwab US Broad Market ETF made up 15.3% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #1 holding.
Nalls Sherbakoff Group first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Schwab US Broad Market ETF position peaked at $22.1M in Q3 2025.
1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.