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New England Private Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

New England Private Wealth 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
Q2 		$276K Buy
9,656
+617
+7% +$17.3K 0.03% 183
2026
Q1 		$227K Buy
9,039
+4
+0% +$105 0.03% 182
2025
Q4 		$237K Buy
9,035
+3
+0% +$78 0.03% 164
2025
Q3 		$232K Buy
9,032
+315
+4% +$7.8K 0.03% 164
2025
Q2 		$213K Buy
+8,717
New +$192K 0.03% 156

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

New England Private Wealth Advisors's SCHB Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 6.8% in Q2 2026, buying an estimated $17.3K and bringing the position to 9,656 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #183.

New England Private Wealth Advisors first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • New England Private Wealth Advisors held 9,656 shares of Schwab US Broad Market ETF worth $276K as of Q2 2026.
  • New England Private Wealth Advisors bought 617 Schwab US Broad Market ETF shares in Q2 2026, an estimated $17.3K.
  • Schwab US Broad Market ETF made up 0.03% of New England Private Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • New England Private Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.