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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
Q2 		$1M Buy
34,542
+1,284
+4% +$35.9K 0.01% 304
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 $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

NorthRock Partners's SCHB Position: Q2 2026 in Review

NorthRock Partners increased its Schwab US Broad Market ETF (SCHB) stake by 3.9% in Q2 2026, buying an estimated $35.9K and bringing the position to 34,542 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #304.

NorthRock Partners first reported a position in SCHB in Q1 2022 and has held it in 12 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • NorthRock Partners held 34,542 shares of Schwab US Broad Market ETF worth $1M as of Q2 2026.
  • NorthRock Partners bought 1,284 Schwab US Broad Market ETF shares in Q2 2026, an estimated $35.9K.
  • Schwab US Broad Market ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #304 holding.
  • NorthRock Partners first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 12 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.