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Northwest Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Northwest Capital Management’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
2025
Q4 		– Sell
-33,408
Closed -$859K – 200
2025
Q3 		$859K Hold
33,408
– – 0.9% 27
2025
Q2 		$796K Sell
33,408
-11,372
-25% -$250K 0.43% 54
2025
Q1 		$964K Sell
44,780
-1,350
-3% -$30.7K 0.4% 53
2024
Q4 		$1.05M Sell
46,130
-14,608
-24% -$334K 0.45% 44
2024
Q3 		$1.35M Hold
60,738
– – 0.49% 37
2024
Q2 		$1.27M Sell
60,738
-13,554
-18% -$275K 0.46% 37
2024
Q1 		$1.51M Hold
74,292
– – 0.48% 35
2023
Q4 		$1.38M Hold
74,292
– – 0.46% 35
2023
Q3 		$1.23M Hold
74,292
– – 0.48% 38
2023
Q2 		$1.28M Hold
74,292
– – 0.54% 37
2023
Q1 		$1.18M Sell
74,292
-1,230
-2% -$19.2K 0.58% 36
2022
Q4 		$1.13M Hold
75,522
– – 0.6% 38
2022
Q3 		$1.06M Sell
75,522
-294
-0.4% -$4.57K 0.61% 35
2022
Q2 		$1.12M Hold
75,816
– – 0.59% 35
2022
Q1 		$1.35M Sell
75,816
-528
-0.7% -$9.27K 0.63% 33
2021
Q4 		$1.35M Sell
76,344
-9,840
-11% -$181K 0.64% 33
2021
Q3 		$1.57M Buy
86,184
+570
+0.7% +$10.1K 0.82% 26
2021
Q2 		$1.51M Buy
85,614
+10,020
+13% +$170K 0.85% 24
2021
Q1 		$1.22M Buy
75,594
+504
+0.7% +$7.95K 0.89% 21
2020
Q4 		$1.14M Hold
75,090
– – 0.85% 20
2020
Q3 		$997K Buy
75,090
+4,626
+7% +$60.8K 0.83% 23
2020
Q2 		$863K Buy
70,464
+10,092
+17% +$116K 0.76% 26
2020
Q1 		$608K Sell
60,372
-21,096
-26% -$255K 0.61% 28
2019
Q4 		$1.04M Hold
81,468
– – 0.95% 22
2019
Q3 		$964K Sell
81,468
-4,344
-5% -$51.3K 1.02% 21
2019
Q2 		$1.01M Buy
85,812
+4,326
+5% +$50K 1.1% 21
2019
Q1 		$924K Sell
81,486
-1,338
-2% -$14.6K 1.11% 21
2018
Q4 		$827K Hold
82,824
– – 1.16% 19
2018
Q3 		$972K Buy
82,824
+108
+0.1% +$1.25K 1.03% 21
2018
Q2 		$910K Sell
82,716
-180
-0.2% -$1.97K 1.13% 21
2018
Q1 		$881K Sell
82,896
-10,308
-11% -$113K 0.94% 23
2017
Q4 		$1M Buy
+93,204
New +$977K 1.1% 20

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $869M AUM 23.62% 1-Year Est. Return

Northwest Capital Management's SCHB Position: Q4 2025 in Review

Northwest Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 33,408 shares — an estimated $859K sold.

Northwest Capital Management first reported a position in SCHB in Q4 2017 and held it in 32 quarters. The position peaked at $1.57M in Q3 2021. 1,309 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Northwest Capital Management reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Northwest Capital Management sold 33,408 Schwab US Broad Market ETF shares in Q4 2025, an estimated $859K.
  • Northwest Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2017 and held it in 32 quarters.
  • Northwest Capital Management's Schwab US Broad Market ETF position peaked at $1.57M in Q3 2021.
  • 1,309 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.