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North Ridge Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

North Ridge Wealth 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
Q1 		$5.6K Buy
219
+159
+265% +$4.17K ﹤0.01% 152
2025
Q4 		$1.57K Hold
60
– – ﹤0.01% 162
2025
Q3 		$1.54K Hold
60
– – ﹤0.01% 166
2025
Q2 		$1.43K Hold
60
– – ﹤0.01% 158
2025
Q1 		$1.29K Hold
60
– – ﹤0.01% 149
2024
Q4 		$1.36K Buy
+60
New +$1.37K ﹤0.01% 163

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 Ridge Wealth Advisors's SCHB Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 265% in Q1 2026, buying an estimated $4.17K and bringing the position to 219 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

North Ridge Wealth Advisors first reported a position in SCHB in Q4 2024 and has held it in 6 quarters since. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • North Ridge Wealth Advisors held 219 shares of Schwab US Broad Market ETF worth $5.6K as of Q1 2026.
  • North Ridge Wealth Advisors bought 159 Schwab US Broad Market ETF shares in Q1 2026, an estimated $4.17K.
  • Schwab US Broad Market ETF made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #152 holding.
  • North Ridge Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.