Natixis Advisors
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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
Q3 		$3.01M Buy
102,733
+8,822
+9% +$259K ﹤0.01% 1126
2026
Q2 		$2.72M Buy
93,911
+8,742
+10% +$245K ﹤0.01% 1120
2026
Q1 		$2.14M Sell
85,169
-6,861
-7% -$180K ﹤0.01% 1099
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% 1275
2024
Q3 		$924K Sell
41,718
-5,472
-12% -$117K ﹤0.01% 1321
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% 1283

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Natixis Advisors's SCHB Position: Q3 2026 in Review

Natixis Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 9.4% in Q3 2026, buying an estimated $259K and bringing the position to 102,733 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Natixis Advisors first reported a position in SCHB in Q3 2023 and has held it in 13 quarters since. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Natixis Advisors held 102,733 shares of Schwab US Broad Market ETF worth $3.01M as of Q3 2026.
  • Natixis Advisors bought 8,822 Schwab US Broad Market ETF shares in Q3 2026, an estimated $259K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Natixis Advisors's portfolio in Q3 2026, its #1126 holding.
  • Natixis Advisors first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 13 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Natixis Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.