Naviter Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Naviter Wealth’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	$522K	Sell	18,024 -66	-0.4%	-$1.85K	0.05%	217
2026 Q1	$454K	Sell	18,090 -3,606	-17%	-$94.6K	0.06%	210
2025 Q4	$569K	Hold	21,696	–	–	0.07%	191
2025 Q3	$558K	Hold	21,696	–	–	0.06%	189
2025 Q2	$517K	Hold	21,696	–	–	0.06%	190
2025 Q1	$467K	Hold	21,696	–	–	0.06%	205
2024 Q4	$492K	Hold	21,696	–	–	0.06%	209
2024 Q3	$481K	Hold	21,696	–	–	0.07%	189
2024 Q2	$456K	Buy	+21,696	New	+$440K	0.07%	188

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Naviter Wealth's SCHB Position: Q2 2026 in Review

Naviter Wealth reduced its Schwab US Broad Market ETF (SCHB) stake by 0.36% in Q2 2026, selling an estimated $1.85K and leaving 18,024 shares worth $522K. The position accounts for 0.05% of the portfolio, ranked #217.

Naviter Wealth first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. The position peaked at $569K in Q4 2025. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Naviter Wealth held 18,024 shares of Schwab US Broad Market ETF worth $522K as of Q2 2026.
Naviter Wealth sold 66 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.85K.
Schwab US Broad Market ETF made up 0.05% of Naviter Wealth's portfolio in Q2 2026, its #217 holding.
Naviter Wealth first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
Naviter Wealth's Schwab US Broad Market ETF position peaked at $569K in Q4 2025.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.