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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
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 $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