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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
2026
Q2 		$22.2M Sell
764,875
-24,255
-3% -$679K 15.75% 1
2026
Q1 		$19.8M Sell
789,130
-19,642
-2% -$515K 14.57% 1
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
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

Nalls Sherbakoff Group's SCHB Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Schwab US Broad Market ETF (SCHB) stake by 3.1% in Q2 2026, selling an estimated $679K and leaving 764,875 shares worth $22.2M. The position accounts for 15.75% of the portfolio, ranked #1.

Nalls Sherbakoff Group first reported a position in SCHB in Q4 2018 and has held it in 11 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Nalls Sherbakoff Group held 764,875 shares of Schwab US Broad Market ETF worth $22.2M as of Q2 2026.
  • Nalls Sherbakoff Group sold 24,255 Schwab US Broad Market ETF shares in Q2 2026, an estimated $679K.
  • Schwab US Broad Market ETF made up 15.75% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #1 holding.
  • Nalls Sherbakoff Group first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 11 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.