NBC Securities
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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
Q3 		$681K Buy
23,240
+220
+1% +$6.46K 0.05% 417
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

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 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
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

NBC Securities's SCHB Position: Q3 2026 in Review

NBC Securities increased its Schwab US Broad Market ETF (SCHB) stake by 0.96% in Q3 2026, buying an estimated $6.46K and bringing the position to 23,240 shares worth $681K. The position accounts for 0.05% of the portfolio, ranked #417.

NBC Securities first reported a position in SCHB in Q3 2023 and has held it in 13 quarters since. 820 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • NBC Securities held 23,240 shares of Schwab US Broad Market ETF worth $681K as of Q3 2026.
  • NBC Securities bought 220 Schwab US Broad Market ETF shares in Q3 2026, an estimated $6.46K.
  • Schwab US Broad Market ETF made up 0.05% of NBC Securities's portfolio in Q3 2026, its #417 holding.
  • NBC Securities first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 13 quarters since.
  • 820 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.