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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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. 1,316 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.
1,316 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.