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Northstar Financial Companies’s Schwab US Broad Market ETF SCHB Stock Holding History

Northstar Financial Companies’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 		$578K Hold
19,975
– – 0.39% 61
2026
Q1 		$501K Buy
19,975
+6,000
+43% +$157K 0.4% 60
2025
Q4 		$367K Sell
13,975
-189
-1% -$4.92K 0.29% 71
2025
Q3 		$364K Buy
+14,164
New +$351K 0.34% 64

Other funds holding SCHB

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Northstar Financial Companies's SCHB Position: Q2 2026 in Review

Northstar Financial Companies held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 19,975 shares worth $578K. The position accounts for 0.39% of the portfolio, ranked #61.

Northstar Financial Companies first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 937 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Northstar Financial Companies held 19,975 shares of Schwab US Broad Market ETF worth $578K as of Q2 2026.
  • Northstar Financial Companies left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.39% of Northstar Financial Companies's portfolio in Q2 2026, its #61 holding.
  • Northstar Financial Companies first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 937 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.