Northwestern Mutual Wealth Management
SCHB icon

Northwestern Mutual Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Northwestern Mutual Wealth 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
2026
Q1 		$12.4M Sell
492,278
-12,252
-2% -$321K 0.01% 545
2025
Q4 		$13.2M Sell
504,530
-4,458
-0.9% -$116K 0.01% 504
2025
Q3 		$13.1M Sell
508,988
-10,824
-2% -$268K 0.01% 491
2025
Q2 		$12.4M Buy
519,812
+5,624
+1% +$124K 0.01% 474
2025
Q1 		$11.1M Buy
514,188
+22,538
+5% +$513K 0.01% 460
2024
Q4 		$11.2M Buy
491,650
+37,798
+8% +$863K 0.01% 446
2024
Q3 		$10.1M Sell
453,852
-3,876
-0.8% -$82.8K 0.01% 452
2024
Q2 		$9.59M Sell
457,728
-3,327
-0.7% -$67.4K 0.01% 430
2024
Q1 		$9.38M Sell
461,055
-5,373
-1% -$104K 0.01% 435
2023
Q4 		$8.66M Buy
466,428
+39,285
+9% +$679K 0.01% 423
2023
Q3 		$7.1M Sell
427,143
-5,781
-1% -$100K 0.01% 424
2023
Q2 		$7.46M Sell
432,924
-5,268
-1% -$85.9K 0.01% 423
2023
Q1 		$6.99M Buy
438,192
+64,050
+17% +$1M 0.01% 418
2022
Q4 		$5.59M Buy
374,142
+60,018
+19% +$902K 0.01% 441
2022
Q3 		$4.4M Buy
314,124
+10,695
+4% +$166K 0.01% 448
2022
Q2 		$4.47M Buy
303,429
+7,221
+2% +$116K 0.01% 446
2022
Q1 		$5.27M Buy
296,208
+37,986
+15% +$667K 0.01% 425
2021
Q4 		$4.86M Buy
258,222
+17,286
+7% +$318K 0.01% 417
2021
Q3 		$4.17M Buy
240,936
+10,812
+5% +$192K 0.01% 414
2021
Q2 		$4M Buy
230,124
+8,718
+4% +$148K 0.01% 413
2021
Q1 		$3.57M Sell
221,406
-12,228
-5% -$193K 0.01% 401
2020
Q4 		$3.54M Sell
233,634
-5,730
-2% -$81.6K 0.01% 376
2020
Q3 		$3.18M Buy
239,364
+52,680
+28% +$693K 0.01% 357
2020
Q2 		$2.29M Sell
186,684
-4,716
-2% -$54.4K 0.01% 381
2020
Q1 		$1.93M Sell
191,400
-95,478
-33% -$1.16M 0.01% 362
2019
Q4 		$3.68M Buy
286,878
+134,460
+88% +$1.65M 0.01% 305
2019
Q3 		$1.8M Buy
152,418
+43,446
+40% +$513K 0.01% 395
2019
Q2 		$1.28M Buy
108,972
+22,704
+26% +$262K 0.01% 436
2019
Q1 		$978K Buy
86,268
+1,614
+2% +$17.6K ﹤0.01% 462
2018
Q4 		$846K Buy
84,654
+3,498
+4% +$37.8K ﹤0.01% 456
2018
Q3 		$952K Buy
81,156
+900
+1% +$10.4K ﹤0.01% 443
2018
Q2 		$883K Sell
80,256
-20,652
-20% -$226K ﹤0.01% 438
2018
Q1 		$1.07M Sell
100,908
-12,120
-11% -$133K 0.01% 379
2017
Q4 		$1.22M Buy
113,028
+61,158
+118% +$641K 0.01% 344
2017
Q3 		$527K Sell
51,870
-9,318
-15% -$92.5K ﹤0.01% 469
2017
Q2 		$596K Buy
61,188
+18,840
+44% +$182K ﹤0.01% 444
2017
Q1 		$403K Buy
42,348
+8,022
+23% +$75.3K ﹤0.01% 501
2016
Q4 		$310K Buy
+34,326
New +$302K ﹤0.01% 551
2016
Q3 		– Sell
-27,102
Closed -$227K – 1275
2016
Q2 		$227K Sell
27,102
-36,450
-57% -$303K ﹤0.01% 559
2016
Q1 		$521K Buy
63,552
+61,752
+3,431% +$480K 0.01% 383
2015
Q4 		$15K Sell
1,800
-37,428
-95% -$309K ﹤0.01% 1084
2015
Q3 		$303K Buy
+39,228
New +$322K 0.01% 429
2014
Q4 		– Sell
-948
Closed -$8K – 1808
2014
Q3 		$8K Sell
948
-546
-37% -$4.37K ﹤0.01% 957
2014
Q2 		$12K Buy
+1,494
New +$11.5K ﹤0.01% 868

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Northwestern Mutual Wealth Management's SCHB Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2.4% in Q1 2026, selling an estimated $321K and leaving 492,278 shares worth $12.4M. The position accounts for 0.01% of the portfolio, ranked #545.

Northwestern Mutual Wealth Management first reported a position in SCHB in Q2 2014 and has held it in 44 quarters since. The position peaked at $13.2M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Northwestern Mutual Wealth Management held 492,278 shares of Schwab US Broad Market ETF worth $12.4M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 12,252 Schwab US Broad Market ETF shares in Q1 2026, an estimated $321K.
  • Schwab US Broad Market ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #545 holding.
  • Northwestern Mutual Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2014 and has held it in 44 quarters since.
  • Northwestern Mutual Wealth Management's Schwab US Broad Market ETF position peaked at $13.2M in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.