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North Forty Two & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

North Forty Two & Co’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 		$2M Buy
69,100
+1
+0% +$28 1.7% 18
2026
Q1 		$1.73M Buy
69,099
+107
+0.2% +$2.81K 1.6% 18
2025
Q4 		$1.81M Buy
68,992
+326
+0.5% +$8.49K 1.71% 19
2025
Q3 		$1.77M Sell
68,666
-611
-0.9% -$15.1K 1.72% 18
2025
Q2 		$1.65M Buy
69,277
+1
+0% +$22 1.75% 17
2025
Q1 		$1.49M Buy
69,276
+713
+1% +$16.2K 1.65% 18
2024
Q4 		$1.56M Buy
+68,563
New +$1.57M 1.8% 16

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 $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

North Forty Two & Co's SCHB Position: Q2 2026 in Review

North Forty Two & Co increased its Schwab US Broad Market ETF (SCHB) stake by 0% in Q2 2026, buying an estimated $28 and bringing the position to 69,100 shares worth $2M. The position accounts for 1.7% of the portfolio, ranked #18.

North Forty Two & Co first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • North Forty Two & Co held 69,100 shares of Schwab US Broad Market ETF worth $2M as of Q2 2026.
  • North Forty Two & Co bought 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
  • Schwab US Broad Market ETF made up 1.7% of North Forty Two & Co's portfolio in Q2 2026, its #18 holding.
  • North Forty Two & Co first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on North Forty Two & Co's 13F filing for Q2 2026, filed 24 Jul 2026.