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Nations Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Nations Financial 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 		$336K Buy
11,597
+221
+2% +$6.19K 0.02% 628
2026
Q1 		$286K Sell
11,376
-35
-0.3% -$918 0.01% 660
2025
Q4 		$299K Buy
11,411
+102
+0.9% +$2.65K 0.02% 630
2025
Q3 		$291K Buy
11,309
+21
+0.2% +$520 0.02% 605
2025
Q2 		$269K Buy
11,288
+79
+0.7% +$1.74K 0.02% 586
2025
Q1 		$241K Buy
+11,209
New +$255K 0.02% 570

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

Nations Financial Group's SCHB Position: Q2 2026 in Review

Nations Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 1.9% in Q2 2026, buying an estimated $6.19K and bringing the position to 11,597 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #628.

Nations Financial Group first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Nations Financial Group held 11,597 shares of Schwab US Broad Market ETF worth $336K as of Q2 2026.
  • Nations Financial Group bought 221 Schwab US Broad Market ETF shares in Q2 2026, an estimated $6.19K.
  • Schwab US Broad Market ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #628 holding.
  • Nations Financial Group first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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