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

NewEdge Wealth’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	$2.45M	Buy	84,564 +95	+0.1%	+$2.66K	0.02%	404
2026 Q1	$2.12M	Sell	84,469 -24,780	-23%	-$650K	0.03%	408
2025 Q4	$2.87M	Buy	109,249 +26,598	+32%	+$692K	0.03%	359
2025 Q3	$2.16M	Sell	82,651 -3,004	-4%	-$74.4K	0.03%	380
2025 Q2	$2.09M	Buy	85,655 +35,247	+70%	+$776K	0.03%	371
2025 Q1	$1.09M	Buy	50,408 +36,774	+270%	+$837K	0.02%	461
2024 Q4	$310K	Buy	13,634 +5	+0%	+$114	0.01%	753
2024 Q3	$302K	Sell	13,629 -19,776	-59%	-$422K	0.01%	727
2024 Q2	$700K	Sell	33,405 -3,111	-9%	-$63K	0.02%	473
2024 Q1	$716K	Buy	36,516 +22,896	+168%	+$443K	0.02%	478
2023 Q4	$253K	Buy	+13,620	New	+$235K	0.01%	659

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

NewEdge Wealth's SCHB Position: Q2 2026 in Review

NewEdge Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 0.11% in Q2 2026, buying an estimated $2.66K and bringing the position to 84,564 shares worth $2.45M. The position accounts for 0.02% of the portfolio, ranked #404.

NewEdge Wealth first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.87M in Q4 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

NewEdge Wealth held 84,564 shares of Schwab US Broad Market ETF worth $2.45M as of Q2 2026.
NewEdge Wealth bought 95 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.66K.
Schwab US Broad Market ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #404 holding.
NewEdge Wealth first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
NewEdge Wealth's Schwab US Broad Market ETF position peaked at $2.87M in Q4 2025.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.