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New Perspectives Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

New Perspectives Inc’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 		$367K Hold
12,689
– – 0.11% 31
2026
Q1 		$318K Sell
12,689
-400
-3% -$10.5K 0.11% 30
2025
Q4 		$343K Hold
13,089
– – 0.12% 28
2025
Q3 		$337K Hold
13,089
– – 0.15% 28
2025
Q2 		$312K Hold
13,089
– – 0.15% 26
2025
Q1 		$282K Hold
13,089
– – 0.15% 29
2024
Q4 		$297K Hold
13,089
– – 0.16% 26
2024
Q3 		$290K Hold
13,089
– – 0.15% 28
2024
Q2 		$274K Hold
13,089
– – 0.15% 24
2024
Q1 		$266K Buy
+13,089
New +$253K 0.15% 24

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Betterment LLC
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R
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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 Perspectives Inc's SCHB Position: Q2 2026 in Review

New Perspectives Inc held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 12,689 shares worth $367K. The position accounts for 0.11% of the portfolio, ranked #31.

New Perspectives Inc first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • New Perspectives Inc held 12,689 shares of Schwab US Broad Market ETF worth $367K as of Q2 2026.
  • New Perspectives Inc left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.11% of New Perspectives Inc's portfolio in Q2 2026, its #31 holding.
  • New Perspectives Inc first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.