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Northwest Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Northwest Financial Advisors’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
-8,332
Closed -$214K – 91
2025
Q3 		$214K Buy
+8,332
New +$206K 0.28% 92
2025
Q1 		– Sell
-8,860
Closed -$201K – 125
2024
Q4 		$201K Sell
8,860
-155
-2% -$3.54K 0.17% 111
2024
Q3 		$200K Buy
+9,015
New +$192K 0.16% 101
2024
Q1 		– Sell
-8,943
Closed -$166K – 435
2023
Q4 		$166K Buy
+8,943
New +$154K 0.14% 101

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Northwest Financial Advisors's SCHB Position: Q4 2025 in Review

Northwest Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 8,332 shares — an estimated $214K sold.

Northwest Financial Advisors first reported a position in SCHB in Q4 2023 and held it in 4 quarters. The position peaked at $214K in Q3 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Northwest Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 8,332 Schwab US Broad Market ETF shares in Q4 2025, an estimated $214K.
  • Northwest Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 4 quarters.
  • Northwest Financial Advisors's Schwab US Broad Market ETF position peaked at $214K in Q3 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

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