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NWAM LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

NWAM LLC’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
Q2 		$494K Sell
17,048
-681
-4% -$19.1K 0.02% 454
2026
Q1 		$445K Buy
17,729
+8
+0% +$210 0.03% 427
2025
Q4 		$468K Sell
17,721
-3,428
-16% -$89.2K 0.03% 404
2025
Q3 		$545K Sell
21,149
-151
-0.7% -$3.74K 0.03% 392
2025
Q2 		$511K Buy
21,300
+2,345
+12% +$51.7K 0.03% 389
2025
Q1 		$408K Sell
18,955
-4,088
-18% -$93K 0.04% 356
2024
Q4 		$523K Sell
23,043
-2,010
-8% -$45.9K 0.03% 371
2024
Q3 		$556K Buy
+25,053
New +$535K 0.03% 361
2024
Q2 		– Sell
-21,612
Closed -$438K – 440
2024
Q1 		$438K Buy
+21,612
New +$418K 0.04% 359
2023
Q1 		– Sell
-15,162
Closed -$227K – 535
2022
Q4 		$227K Buy
+15,162
New +$228K 0.02% 468
2022
Q3 		– Sell
-15,039
Closed -$224K – 525
2022
Q2 		$224K Sell
15,039
-6,633
-31% -$106K 0.02% 466
2022
Q1 		$386K Buy
+21,672
New +$380K 0.03% 365

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 $786B AUM 40.34% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

NWAM LLC's SCHB Position: Q2 2026 in Review

NWAM LLC reduced its Schwab US Broad Market ETF (SCHB) stake by 3.8% in Q2 2026, selling an estimated $19.1K and leaving 17,048 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #454.

NWAM LLC first reported a position in SCHB in Q1 2022 and has held it in 12 quarters since. The position peaked at $556K in Q3 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • NWAM LLC held 17,048 shares of Schwab US Broad Market ETF worth $494K as of Q2 2026.
  • NWAM LLC sold 681 Schwab US Broad Market ETF shares in Q2 2026, an estimated $19.1K.
  • Schwab US Broad Market ETF made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #454 holding.
  • NWAM LLC first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 12 quarters since.
  • NWAM LLC's Schwab US Broad Market ETF position peaked at $556K in Q3 2024.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.