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New Republic Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

New Republic Capital’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 		$428K Sell
14,783
-56
-0.4% -$1.57K 0.1% 160
2026
Q1 		$372K Hold
14,839
– – 0.13% 153
2025
Q4 		$389K Buy
14,839
+2,890
+24% +$75.2K 0.1% 176
2025
Q3 		$307K Hold
11,949
– – 0.09% 143
2025
Q2 		$285K Hold
11,949
– – 0.1% 138
2025
Q1 		$257K Buy
11,949
+6,969
+140% +$159K 0.11% 136
2024
Q4 		$113K Buy
4,980
+4,500
+938% +$103K 0.07% 172
2024
Q3 		$10.6K Buy
+480
New +$10.2K 0.01% 217
2024
Q2 		– Sell
-480
Closed -$9.77K – 255
2024
Q1 		$9.77K Hold
480
– – 0.01% 209
2023
Q4 		$8.91K Hold
480
– – 0.01% 217
2023
Q3 		$7.98K Hold
480
– – 0.01% 200
2023
Q2 		$8.27K Hold
480
– – 0.01% 223
2023
Q1 		$7.66K Buy
+480
New +$7.5K 0.01% 214

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 Republic Capital's SCHB Position: Q2 2026 in Review

New Republic Capital reduced its Schwab US Broad Market ETF (SCHB) stake by 0.38% in Q2 2026, selling an estimated $1.57K and leaving 14,783 shares worth $428K. The position accounts for 0.1% of the portfolio, ranked #160.

New Republic Capital first reported a position in SCHB in Q1 2023 and has held it in 13 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • New Republic Capital held 14,783 shares of Schwab US Broad Market ETF worth $428K as of Q2 2026.
  • New Republic Capital sold 56 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.57K.
  • Schwab US Broad Market ETF made up 0.1% of New Republic Capital's portfolio in Q2 2026, its #160 holding.
  • New Republic Capital first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.