Nordwand Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Nordwand Advisors’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	$295K	Hold	10,200	–	–	0.05%	133
2026 Q1	$256K	Hold	10,200	–	–	0.04%	137
2025 Q4	$268K	Hold	10,200	–	–	0.05%	139
2025 Q3	$262K	Hold	10,200	–	–	0.04%	144
2025 Q2	$243K	Buy	+10,200	New	+$225K	0.04%	138

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Nordwand Advisors's SCHB Position: Q2 2026 in Review

Nordwand Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 10,200 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #133.

Nordwand Advisors first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Nordwand Advisors held 10,200 shares of Schwab US Broad Market ETF worth $295K as of Q2 2026.
Nordwand Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.05% of Nordwand Advisors's portfolio in Q2 2026, its #133 holding.
Nordwand Advisors first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.