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Northwest Investment Counselors’s Schwab US Broad Market ETF SCHB Stock Holding History

Northwest Investment Counselors’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
2024
Q3 		$69.4K Buy
+3,129
New +$66.8K 0.02% 212
2024
Q2 		– Sell
-3,129
Closed -$63.7K – 429
2024
Q1 		$63.7K Buy
+3,129
New +$60.5K 0.02% 211
2023
Q4 		– Sell
-3,126
Closed -$52K – 448
2023
Q3 		$52K Hold
3,126
– – 0.01% 223
2023
Q2 		$53.9K Buy
3,126
+1,245
+66% +$20.3K 0.01% 229
2023
Q1 		$30K Hold
1,881
– – 0.01% 286
2022
Q4 		$28.1K Sell
1,881
-12
-0.6% -$180 0.01% 300
2022
Q3 		$26K Hold
1,893
– – 0.01% 279
2022
Q2 		$28K Hold
1,893
– – 0.01% 276
2022
Q1 		$34K Sell
1,893
-3
-0.2% -$53 0.01% 272
2021
Q4 		$36K Buy
+1,896
New +$34.9K 0.01% 259
2021
Q2 		– Sell
-1,896
Closed -$31K – 373
2021
Q1 		$31K Buy
+1,896
New +$29.9K 0.01% 262
2020
Q4 		– Sell
-1,890
Closed -$25K – 372
2020
Q3 		$25K Buy
+1,890
New +$24.9K 0.01% 254
2019
Q4 		– Sell
-1,590
Closed -$19K – 427
2019
Q3 		$19K Buy
+1,590
New +$18.8K 0.01% 294
2017
Q4 		– Sell
-1,500
Closed -$15K – 270
2017
Q3 		$15K Hold
1,500
– – 0.01% 268
2017
Q2 		$15K Buy
+1,500
New +$14.5K 0.01% 235
2015
Q3 		– Sell
-49,758
Closed -$417K – 114
2015
Q2 		$417K Hold
49,758
– – 0.26% 91
2015
Q1 		$419K Buy
+49,758
New +$416K 0.26% 91

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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Northwest Investment Counselors's SCHB Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Schwab US Broad Market ETF (SCHB) in Q3 2024: 3,129 shares worth $69.4K. The stake represents 0.02% of the portfolio and ranks #212 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in SCHB as recently as Q1 2024.

Northwest Investment Counselors first reported a position in SCHB in Q1 2015 and has held it in 17 quarters since. The position peaked at $419K in Q1 2015. 1,099 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Northwest Investment Counselors held 3,129 shares of Schwab US Broad Market ETF worth $69.4K as of Q3 2024.
  • Schwab US Broad Market ETF was a new Northwest Investment Counselors position in Q3 2024.
  • Schwab US Broad Market ETF made up 0.02% of Northwest Investment Counselors's portfolio in Q3 2024, its #212 holding.
  • Northwest Investment Counselors first reported a position in Schwab US Broad Market ETF in Q1 2015 and has held it in 17 quarters since.
  • Northwest Investment Counselors's Schwab US Broad Market ETF position peaked at $419K in Q1 2015.
  • 1,099 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.