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New Millennium Group’s Schwab US Broad Market ETF SCHB Stock Holding History

New Millennium Group’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
2025
Q4 		– Sell
-75
Closed -$1.93K – 506
2025
Q3 		$1.93K Buy
+75
New +$1.86K ﹤0.01% 319

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SCM
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SG
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

New Millennium Group's SCHB Position: Q4 2025 in Review

New Millennium Group sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 75 shares — an estimated $1.93K sold.

New Millennium Group first reported a position in SCHB in Q3 2025 and held it in 1 quarter. The position peaked at $1.93K in Q3 2025. 1,309 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • New Millennium Group reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • New Millennium Group sold 75 Schwab US Broad Market ETF shares in Q4 2025, an estimated $1.93K.
  • New Millennium Group first reported a position in Schwab US Broad Market ETF in Q3 2025 and held it in 1 quarter.
  • New Millennium Group's Schwab US Broad Market ETF position peaked at $1.93K in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.