Natixis Advisors
SCHB icon

Natixis Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Natixis Advisors’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
Q1 		$2.14M Sell
85,169
-6,861
-7% -$180K ﹤0.01% 1097
2025
Q4 		$2.41M Buy
92,030
+15,760
+21% +$410K ﹤0.01% 1000
2025
Q3 		$1.96M Buy
76,270
+12,584
+20% +$311K ﹤0.01% 1113
2025
Q2 		$1.52M Buy
63,686
+4,035
+7% +$88.9K ﹤0.01% 1172
2025
Q1 		$1.28M Buy
59,651
+10,002
+20% +$228K ﹤0.01% 1205
2024
Q4 		$1.13M Buy
49,649
+7,931
+19% +$181K ﹤0.01% 1274
2024
Q3 		$308K Sell
41,718
-5,472
-12% -$117K ﹤0.01% 1522
2024
Q2 		$989K Buy
47,190
+16,806
+55% +$340K ﹤0.01% 1261
2024
Q1 		$618K Sell
30,384
-8,277
-21% -$160K ﹤0.01% 1341
2023
Q4 		$717K Sell
38,661
-1,395
-3% -$24.1K ﹤0.01% 1310
2023
Q3 		$666K Buy
+40,056
New +$693K ﹤0.01% 1282

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return