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NBC Securities’s Schwab US Broad Market ETF SCHB Stock Holding History

NBC Securities’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 		$667K Buy
23,020
+757
+3% +$21.2K 0.05% 430
2026
Q1 		$559K Sell
22,263
-223
-1% -$5.85K 0.04% 460
2025
Q4 		$590K Sell
22,486
-1,476
-6% -$38.4K 0.04% 444
2025
Q3 		$616K Hold
23,962
– – 0.05% 433
2025
Q2 		$571K Buy
23,962
+81
+0.3% +$1.78K 0.05% 437
2025
Q1 		$514K Buy
23,881
+23,858
+103,730% +$543K 0.04% 444
2024
Q4 		$542 Sell
23
-23,860
-100% -$545K 0.05% 420
2024
Q3 		$529K Buy
23,883
+570
+2% +$12.2K 0.04% 440
2024
Q2 		$488K Sell
23,313
-600
-3% -$12.2K 0.04% 445
2024
Q1 		$486K Sell
23,913
-24
-0.1% -$464 0.05% 446
2023
Q4 		$444K Sell
23,937
-663
-3% -$11.5K 0.04% 455
2023
Q3 		$408K Buy
+24,600
New +$426K 0.04% 447

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

NBC Securities's SCHB Position: Q2 2026 in Review

NBC Securities increased its Schwab US Broad Market ETF (SCHB) stake by 3.4% in Q2 2026, buying an estimated $21.2K and bringing the position to 23,020 shares worth $667K. The position accounts for 0.05% of the portfolio, ranked #430.

NBC Securities first reported a position in SCHB in Q3 2023 and has held it in 12 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • NBC Securities held 23,020 shares of Schwab US Broad Market ETF worth $667K as of Q2 2026.
  • NBC Securities bought 757 Schwab US Broad Market ETF shares in Q2 2026, an estimated $21.2K.
  • Schwab US Broad Market ETF made up 0.05% of NBC Securities's portfolio in Q2 2026, its #430 holding.
  • NBC Securities first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.