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Next Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Next Financial Group’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
2021
Q4 		$808K Buy
42,900
+180
+0.4% +$3.31K 0.05% 366
2021
Q3 		$739K Sell
42,720
-162
-0.4% -$2.88K 0.06% 348
2021
Q2 		$745K Buy
42,882
+1,710
+4% +$28.9K 0.06% 340
2021
Q1 		$664K Buy
41,172
+2,358
+6% +$37.2K 0.06% 335
2020
Q4 		$589K Buy
38,814
+10,074
+35% +$143K 0.06% 332
2020
Q3 		$382K Buy
28,740
+1,332
+5% +$17.5K 0.04% 417
2020
Q2 		$336K Sell
27,408
-6
-0% -$69 0.04% 387
2020
Q1 		$276K Sell
27,414
-2,160
-7% -$26.1K 0.04% 449
2019
Q4 		$379K Sell
29,574
-228
-0.8% -$2.8K 0.04% 441
2019
Q3 		$353K Sell
29,802
-126
-0.4% -$1.49K 0.04% 447
2019
Q2 		$352K Buy
+29,928
New +$346K 0.04% 464
2019
Q1 		– Sell
-23,016
Closed -$230K – 2046
2018
Q4 		$230K Buy
+23,016
New +$249K 0.05% 363
2017
Q1 		– Sell
-180
Closed -$2K – 2223
2016
Q4 		$2K Hold
180
– – ﹤0.01% 2190
2016
Q3 		$2K Hold
180
– – ﹤0.01% 2181
2016
Q2 		$1K Hold
180
– – ﹤0.01% 1690
2016
Q1 		$1K Hold
180
– – ﹤0.01% 1665
2015
Q4 		$1K Hold
180
– – ﹤0.01% 1713
2015
Q3 		$1K Hold
180
– – ﹤0.01% 1753
2015
Q2 		$1K Hold
180
– – ﹤0.01% 1790
2015
Q1 		$1K Hold
180
– – ﹤0.01% 1795
2014
Q4 		$1K Hold
180
– – ﹤0.01% 1834
2014
Q3 		$1K Buy
+180
New +$1.44K ﹤0.01% 2447

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Next Financial Group's SCHB Position: Q4 2021 in Review

Next Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.42% in Q4 2021, buying an estimated $3.31K and bringing the position to 42,900 shares worth $808K. The position accounts for 0.05% of the portfolio, ranked #366.

Next Financial Group first reported a position in SCHB in Q3 2014 and has held it in 22 quarters since. 894 funds tracked by Wall St. Rank hold SCHB as of Q4 2021.

  • Next Financial Group held 42,900 shares of Schwab US Broad Market ETF worth $808K as of Q4 2021.
  • Next Financial Group bought 180 Schwab US Broad Market ETF shares in Q4 2021, an estimated $3.31K.
  • Schwab US Broad Market ETF made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #366 holding.
  • Next Financial Group first reported a position in Schwab US Broad Market ETF in Q3 2014 and has held it in 22 quarters since.
  • 894 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.