NW
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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
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

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Betterment LLC
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R
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return