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NorthRock Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

NorthRock Partners’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 		$835K Buy
33,258
+4,673
+16% +$123K 0.01% 334
2025
Q4 		$750K Buy
28,585
+8,516
+42% +$222K 0.01% 311
2025
Q3 		$516K Sell
20,069
-1,544
-7% -$38.2K 0.01% 522
2025
Q2 		$515K Buy
21,613
+4,263
+25% +$93.9K 0.01% 392
2025
Q1 		$374K Buy
17,350
+12
+0.1% +$273 0.01% 428
2024
Q4 		$394K Buy
17,338
+79
+0.5% +$1.8K 0.01% 408
2024
Q3 		$383K Sell
17,259
-201
-1% -$4.29K 0.01% 427
2024
Q2 		$367K Sell
17,460
-5,526
-24% -$112K 0.01% 421
2024
Q1 		$468K Buy
22,986
+11,481
+100% +$222K 0.02% 371
2023
Q4 		$213K Buy
+11,505
New +$199K 0.01% 531
2022
Q2 		– Sell
-21,639
Closed -$385K – 342
2022
Q1 		$385K Buy
+21,639
New +$380K 0.03% 208

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return