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NFP Retirement Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

NFP Retirement Inc’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 		$2.85M Sell
98,506
-1,856
-2% -$52K 0.16% 84
2026
Q1 		$2.52M Buy
100,362
+1,008
+1% +$26.4K 0.15% 88
2025
Q4 		$2.61M Sell
99,354
-475
-0.5% -$12.4K 0.16% 82
2025
Q3 		$2.57M Sell
99,829
-4,582
-4% -$113K 0.16% 82
2025
Q2 		$2.49M Sell
104,411
-161
-0.2% -$3.55K 0.16% 81
2025
Q1 		$2.25M Sell
104,572
-2,387
-2% -$54.3K 0.18% 68
2024
Q4 		$2.43M Sell
106,959
-1,017
-0.9% -$23.2K 0.19% 70
2024
Q3 		$2.39M Sell
107,976
-5,679
-5% -$121K 0.19% 74
2024
Q2 		$2.38M Buy
113,655
+1,563
+1% +$31.7K 0.2% 71
2024
Q1 		$2.28M Buy
112,092
+870
+0.8% +$16.8K 0.2% 73
2023
Q4 		$2.06M Buy
111,222
+669
+0.6% +$11.6K 0.35% 59
2023
Q3 		$1.84M Sell
110,553
-149,775
-58% -$2.59M 0.35% 63
2023
Q2 		$4.49M Buy
260,328
+235,299
+940% +$3.84M 0.84% 28
2023
Q1 		$399K Sell
25,029
-17,331
-41% -$271K 0.08% 171
2022
Q4 		$633K Sell
42,360
-1,500
-3% -$22.5K 0.14% 125
2022
Q3 		$614K Buy
43,860
+24
+0.1% +$373 0.15% 117
2022
Q2 		$646K Buy
43,836
+2,538
+6% +$40.7K 0.16% 109
2022
Q1 		$735K Buy
41,298
+648
+2% +$11.4K 0.17% 98
2021
Q4 		$766K Sell
40,650
-2,826
-7% -$52K 0.27% 61
2021
Q3 		$753K Buy
43,476
+108
+0.2% +$1.92K 0.31% 52
2021
Q2 		$754K Sell
43,368
-1,416
-3% -$24K 0.29% 61
2021
Q1 		$722K Sell
44,784
-2,634
-6% -$41.5K 0.31% 56
2020
Q4 		$719K Sell
47,418
-4,296
-8% -$61.2K 0.44% 52
2020
Q3 		$686K Sell
51,714
-4,056
-7% -$53.3K 0.45% 54
2020
Q2 		$683K Buy
55,770
+582
+1% +$6.71K 0.5% 48
2020
Q1 		$556K Buy
55,188
+5,340
+11% +$64.6K 0.54% 42
2019
Q4 		$637K Buy
+49,848
New +$612K 0.59% 41

Other funds holding SCHB

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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
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

NFP Retirement Inc's SCHB Position: Q2 2026 in Review

NFP Retirement Inc reduced its Schwab US Broad Market ETF (SCHB) stake by 1.8% in Q2 2026, selling an estimated $52K and leaving 98,506 shares worth $2.85M. The position accounts for 0.16% of the portfolio, ranked #84.

NFP Retirement Inc first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.49M in Q2 2023. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • NFP Retirement Inc held 98,506 shares of Schwab US Broad Market ETF worth $2.85M as of Q2 2026.
  • NFP Retirement Inc sold 1,856 Schwab US Broad Market ETF shares in Q2 2026, an estimated $52K.
  • Schwab US Broad Market ETF made up 0.16% of NFP Retirement Inc's portfolio in Q2 2026, its #84 holding.
  • NFP Retirement Inc first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • NFP Retirement Inc's Schwab US Broad Market ETF position peaked at $4.49M in Q2 2023.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.