National Bank of Canada
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National Bank of Canada’s Schwab US Broad Market ETF SCHB Stock Holding History

National Bank of Canada’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
Q3 		– Sell
-4,051,638
Closed -$96.5M – 3174
2025
Q2 		$96.5M Sell
4,051,638
-369,214
-8% -$8.13M 0.09% 189
2025
Q1 		$95.2M Buy
4,420,852
+276,390
+7% +$6.29M 0.1% 196
2024
Q4 		$94.2M Sell
4,144,462
-55,694
-1% -$1.27M 0.1% 199
2024
Q3 		$93.1M Buy
4,200,156
+456,864
+12% +$9.75M 0.11% 178
2024
Q2 		$78.6M Sell
3,743,292
-194,160
-5% -$3.93M 0.11% 160
2024
Q1 		$79.5M Buy
3,937,452
+710,586
+22% +$13.8M 0.12% 147
2023
Q4 		$59.5M Buy
3,226,866
+488,376
+18% +$8.43M 0.1% 198
2023
Q3 		$45.4M Buy
2,738,490
+166,740
+6% +$2.89M 0.07% 245
2023
Q2 		$44.3M Sell
2,571,750
-56,628
-2% -$923K 0.08% 201
2023
Q1 		$41.9M Sell
2,628,378
-431,718
-14% -$6.75M 0.1% 172
2022
Q4 		$45.7M Sell
3,060,096
-145,191
-5% -$2.18M 0.12% 158
2022
Q3 		$44.9M Sell
3,205,287
-451,680
-12% -$7.03M 0.24% 92
2022
Q2 		$53.9M Sell
3,656,967
-1,672,245
-31% -$26.8M 0.25% 94
2022
Q1 		$94.8M Buy
5,329,212
+248,076
+5% +$4.35M 0.28% 74
2021
Q4 		$95.7M Buy
+5,081,136
New +$93.5M 0.33% 64

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

National Bank of Canada's SCHB Position: Q3 2025 in Review

National Bank of Canada sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 4,051,638 shares — an estimated $96.5M sold.

National Bank of Canada first reported a position in SCHB in Q4 2021 and held it in 15 quarters. The position peaked at $96.5M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • National Bank of Canada reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • National Bank of Canada sold 4,051,638 Schwab US Broad Market ETF shares in Q3 2025, an estimated $96.5M.
  • National Bank of Canada first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 15 quarters.
  • National Bank of Canada's Schwab US Broad Market ETF position peaked at $96.5M in Q2 2025.
  • 1,211 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on National Bank of Canada's 13F filing for Q3 2025, filed 14 Nov 2025.