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Nicholas Hoffman & Company’s Schwab US Broad Market ETF SCHB Stock Holding History

Nicholas Hoffman & Company’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 		$2.36M Sell
81,600
-5,175
-6% -$145K 0.05% 76
2026
Q1 		$2.18M Buy
86,775
+16,547
+24% +$434K 0.05% 80
2025
Q4 		$1.84M Sell
70,228
-2,658
-4% -$69.2K 0.04% 93
2025
Q3 		$1.87M Buy
72,886
+91
+0.1% +$2.25K 0.05% 89
2025
Q2 		$1.73M Buy
72,795
+12,091
+20% +$266K 0.04% 86
2025
Q1 		$1.31M Sell
60,704
-900
-1% -$20.5K 0.05% 102
2024
Q4 		$1.4M Sell
61,604
-5,977
-9% -$137K 0.06% 93
2024
Q3 		$1.5M Sell
67,581
-3,288
-5% -$70.2K 0.06% 92
2024
Q2 		$1.49M Buy
70,869
+810
+1% +$16.4K 0.07% 84
2024
Q1 		$1.43M Buy
70,059
+5,142
+8% +$99.5K 0.07% 87
2023
Q4 		$1.2M Sell
64,917
-5,283
-8% -$91.2K 0.07% 100
2023
Q3 		$1.17M Buy
70,200
+168
+0.2% +$2.91K 0.09% 94
2023
Q2 		$1.21M Buy
70,032
+123
+0.2% +$2K 0.05% 96
2023
Q1 		$1.12M Buy
69,909
+297
+0.4% +$4.64K 0.1% 104
2022
Q4 		$1.04M Buy
69,612
+735
+1% +$11K 0.11% 113
2022
Q3 		$964K Buy
68,877
+366
+0.5% +$5.69K 0.05% 108
2022
Q2 		$1.01M Buy
68,511
+6
+0% +$96 0.05% 107
2022
Q1 		$1.22M Buy
68,505
+3
+0% +$53 0.05% 92
2021
Q4 		$1.29M Buy
68,502
+6
+0% +$110 0.04% 86
2021
Q3 		$1.19M Buy
68,496
+6
+0% +$107 0.21% 87
2021
Q2 		$1.19M Buy
68,490
+294
+0.4% +$4.98K 0.21% 90
2021
Q1 		$1.1M Buy
68,196
+6
+0% +$95 0.22% 91
2020
Q4 		$1.03M Buy
68,190
+6
+0% +$85 0.24% 81
2020
Q3 		$905K Buy
68,184
+6
+0% +$79 0.24% 81
2020
Q2 		$835K Buy
68,178
+216
+0.3% +$2.49K 0.24% 80
2020
Q1 		$684K Sell
67,962
-13,932
-17% -$169K 0.23% 93
2019
Q4 		$1.05M Buy
81,894
+12
+0% +$147 0.29% 74
2019
Q3 		$969K Sell
81,882
-4,362
-5% -$51.5K 0.3% 76
2019
Q2 		$1.01M Buy
86,244
+330
+0.4% +$3.81K 0.32% 73
2019
Q1 		$974K Hold
85,914
– – 0.31% 81
2018
Q4 		$858K Buy
85,914
+13,488
+19% +$146K 0.3% 76
2018
Q3 		$850K Hold
72,426
– – 0.29% 78
2018
Q2 		$797K Hold
72,426
– – 0.29% 82
2018
Q1 		$770K Buy
72,426
+84
+0.1% +$923 0.3% 86
2017
Q4 		$778K Buy
72,342
+16,854
+30% +$177K 0.31% 83
2017
Q3 		$563K Buy
55,488
+28,650
+107% +$284K 0.24% 97
2017
Q2 		$262K Sell
26,838
-288
-1% -$2.78K 0.12% 123
2017
Q1 		$258K Buy
27,126
+90
+0.3% +$844 0.12% 128
2016
Q4 		$246K Sell
27,036
-282
-1% -$2.48K 0.12% 137
2016
Q3 		$238K Buy
27,318
+156
+0.6% +$1.35K 0.13% 124
2016
Q2 		$228K Buy
+27,162
New +$225K 0.13% 122

Other funds holding SCHB

Wealthfront Advisers
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 $103B AUM 28.65% 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

Nicholas Hoffman & Company's SCHB Position: Q2 2026 in Review

Nicholas Hoffman & Company reduced its Schwab US Broad Market ETF (SCHB) stake by 6% in Q2 2026, selling an estimated $145K and leaving 81,600 shares worth $2.36M. The position accounts for 0.05% of the portfolio, ranked #76.

Nicholas Hoffman & Company first reported a position in SCHB in Q2 2016 and has held it in 41 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Nicholas Hoffman & Company held 81,600 shares of Schwab US Broad Market ETF worth $2.36M as of Q2 2026.
  • Nicholas Hoffman & Company sold 5,175 Schwab US Broad Market ETF shares in Q2 2026, an estimated $145K.
  • Schwab US Broad Market ETF made up 0.05% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #76 holding.
  • Nicholas Hoffman & Company first reported a position in Schwab US Broad Market ETF in Q2 2016 and has held it in 41 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.