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NWF Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

NWF Advisory Services’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 		$208K Buy
+8,268
New +$217K 0.02% 356
2025
Q3 		– Sell
-84,711
Closed -$2.02M – 450
2025
Q2 		$2.02M Hold
84,711
– – 0.24% 75
2025
Q1 		$1.82M Buy
84,711
+600
+0.7% +$13.6K 0.26% 71
2024
Q4 		$1.91M Buy
+84,111
New +$1.92M 0.28% 60

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

NWF Advisory Services's SCHB Position: Q1 2026 in Review

NWF Advisory Services opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2026: 8,268 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #356 among its holdings. This is a return to the name: NWF Advisory Services previously reported a position in SCHB as recently as Q2 2025.

NWF Advisory Services first reported a position in SCHB in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.02M in Q2 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • NWF Advisory Services held 8,268 shares of Schwab US Broad Market ETF worth $208K as of Q1 2026.
  • Schwab US Broad Market ETF was a new NWF Advisory Services position in Q1 2026.
  • Schwab US Broad Market ETF made up 0.02% of NWF Advisory Services's portfolio in Q1 2026, its #356 holding.
  • NWF Advisory Services first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 4 quarters since.
  • NWF Advisory Services's Schwab US Broad Market ETF position peaked at $2.02M in Q2 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.