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

NewSquare 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
2025
Q3 		– Sell
-216
Closed -$5.15K – 1034
2025
Q2 		$5.15K Hold
216
– – ﹤0.01% 797
2025
Q1 		$4.65K Hold
216
– – ﹤0.01% 709
2024
Q4 		$4.9K Buy
216
+66
+44% +$1.51K ﹤0.01% 366
2024
Q3 		$3.33K Hold
150
– – ﹤0.01% 260
2024
Q2 		$3.14K Hold
150
– – ﹤0.01% 275
2024
Q1 		$3.05K Sell
150
-27
-15% -$522 ﹤0.01% 326
2023
Q4 		$3.27K Hold
177
– – ﹤0.01% 355
2023
Q3 		$2.92K Sell
177
-2,142
-92% -$37.1K ﹤0.01% 422
2023
Q2 		$39.9K Buy
2,319
+2,169
+1,446% +$35.4K ﹤0.01% 206
2023
Q1 		$2.39K Sell
150
-450
-75% -$7.04K ﹤0.01% 552
2022
Q4 		$8.96K Hold
600
– – ﹤0.01% 303
2022
Q3 		$8K Hold
600
– – ﹤0.01% 269
2022
Q2 		$9K Hold
600
– – ﹤0.01% 251
2022
Q1 		$11K Sell
600
-600
-50% -$10.5K ﹤0.01% 257
2021
Q4 		$23K Buy
1,200
+600
+100% +$11K ﹤0.01% 232
2021
Q3 		$10K Hold
600
– – ﹤0.01% 273
2021
Q2 		$10K Hold
600
– – ﹤0.01% 269
2021
Q1 		$10K Hold
600
– – ﹤0.01% 235
2020
Q4 		$9K Hold
600
– – ﹤0.01% 244
2020
Q3 		$8K Hold
600
– – ﹤0.01% 245
2020
Q2 		$7K Sell
600
-2,010
-77% -$23.2K ﹤0.01% 245
2020
Q1 		$26K Sell
2,610
-990
-28% -$12K ﹤0.01% 200
2019
Q4 		$46K Hold
3,600
– – 0.01% 170
2019
Q3 		$43K Sell
3,600
-1,350
-27% -$16K 0.01% 149
2019
Q2 		$58K Hold
4,950
– – 0.01% 162
2019
Q1 		$56K Buy
4,950
+1,200
+32% +$13.1K 0.01% 158
2018
Q4 		$37K Buy
+3,750
New +$40.5K 0.01% 168
2018
Q3 		– Sell
-3,690
Closed -$42.5K – 330
2018
Q2 		$42K Hold
3,690
– – 0.01% 180
2018
Q1 		$39K Hold
3,690
– – 0.01% 170
2017
Q4 		$40K Hold
3,690
– – 0.01% 165
2017
Q3 		$37K Buy
+3,690
New +$36.6K 0.01% 149

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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
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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NewSquare Capital's SCHB Position: Q3 2025 in Review

NewSquare Capital sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 216 shares — an estimated $5.15K sold.

NewSquare Capital first reported a position in SCHB in Q3 2017 and held it in 31 quarters. The position peaked at $58K in Q2 2019. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • NewSquare Capital reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 216 Schwab US Broad Market ETF shares in Q3 2025, an estimated $5.15K.
  • NewSquare Capital first reported a position in Schwab US Broad Market ETF in Q3 2017 and held it in 31 quarters.
  • NewSquare Capital's Schwab US Broad Market ETF position peaked at $58K in Q2 2019.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.