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NewEdge Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

NewEdge 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 		$15.3M Buy
526,748
+56,481
+12% +$1.58M 0.05% 372
2026
Q1 		$11.8M Sell
470,267
-21,422
-4% -$562K 0.04% 409
2025
Q4 		$12.9M Buy
491,689
+8,953
+2% +$233K 0.05% 357
2025
Q3 		$12.4M Buy
482,736
+36,248
+8% +$897K 0.06% 341
2025
Q2 		$10.6M Sell
446,488
-1,872
-0.4% -$41.2K 0.05% 356
2025
Q1 		$9.65M Buy
448,360
+21,048
+5% +$479K 0.06% 335
2024
Q4 		$9.7M Buy
427,312
+53,182
+14% +$1.21M 0.06% 317
2024
Q3 		$8.3M Buy
374,130
+15,912
+4% +$340K 0.05% 341
2024
Q2 		$7.51M Buy
358,218
+20,067
+6% +$407K 0.05% 336
2024
Q1 		$6.88M Buy
338,151
+44,502
+15% +$861K 0.06% 305
2023
Q4 		$5.5M Buy
293,649
+146,265
+99% +$2.53M 0.05% 332
2023
Q3 		$2.45M Sell
147,384
-1,638
-1% -$28.3K 0.03% 536
2023
Q2 		$2.57M Buy
149,022
+10,629
+8% +$173K 0.03% 508
2023
Q1 		$2.21M Buy
138,393
+35,520
+35% +$555K 0.03% 501
2022
Q4 		$552K Buy
102,873
+16,797
+20% +$252K 0.01% 737
2022
Q3 		$1.21M Sell
86,076
-21,288
-20% -$331K 0.02% 575
2022
Q2 		$1.58M Sell
107,364
-5,538
-5% -$88.9K 0.03% 504
2022
Q1 		$2.01M Sell
112,902
-22,614
-17% -$397K 0.03% 421
2021
Q4 		$2.55M Sell
135,516
-12,324
-8% -$227K 0.04% 382
2021
Q3 		$2.56M Buy
147,840
+63,594
+75% +$1.13M 0.06% 270
2021
Q2 		$1.46M Buy
84,246
+37,710
+81% +$638K 0.04% 391
2021
Q1 		$750K Buy
46,536
+7,452
+19% +$117K 0.02% 543
2020
Q4 		$593K Buy
39,084
+1,572
+4% +$22.4K 0.02% 570
2020
Q3 		$498K Sell
37,512
-1,398
-4% -$18.4K 0.02% 574
2020
Q2 		$476K Buy
38,910
+2,526
+7% +$29.1K 0.02% 549
2020
Q1 		$366K Buy
36,384
+5,484
+18% +$66.4K 0.02% 545
2019
Q4 		$395K Buy
30,900
+8,892
+40% +$109K 0.02% 590
2019
Q3 		$261K Buy
+22,008
New +$260K 0.01% 674
2017
Q3 		– Sell
-1,242
Closed -$12.1K – 981
2017
Q2 		$12.1K Buy
+1,242
New +$12K ﹤0.01% 890

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
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 $103B AUM 28.65% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

NewEdge Advisors's SCHB Position: Q2 2026 in Review

NewEdge Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 12% in Q2 2026, buying an estimated $1.58M and bringing the position to 526,748 shares worth $15.3M. The position accounts for 0.05% of the portfolio, ranked #372.

NewEdge Advisors first reported a position in SCHB in Q2 2017 and has held it in 29 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • NewEdge Advisors held 526,748 shares of Schwab US Broad Market ETF worth $15.3M as of Q2 2026.
  • NewEdge Advisors bought 56,481 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.58M.
  • Schwab US Broad Market ETF made up 0.05% of NewEdge Advisors's portfolio in Q2 2026, its #372 holding.
  • NewEdge Advisors first reported a position in Schwab US Broad Market ETF in Q2 2017 and has held it in 29 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.