NWF Advisory Services
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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
Q3 		– Sell
-8,268
Closed -$239K – 472
2026
Q2 		$239K Hold
8,268
– – 0.02% 358
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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NWF Advisory Services's SCHB Position: Q3 2026 in Review

NWF Advisory Services sold out of Schwab US Broad Market ETF (SCHB) in Q3 2026, closing a stake of 8,268 shares — an estimated $239K sold.

NWF Advisory Services first reported a position in SCHB in Q4 2024 and held it in 5 quarters. The position peaked at $2.02M in Q2 2025. 498 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • NWF Advisory Services reported no remaining Schwab US Broad Market ETF position as of Q3 2026 after selling out during the quarter.
  • NWF Advisory Services sold 8,268 Schwab US Broad Market ETF shares in Q3 2026, an estimated $239K.
  • NWF Advisory Services first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 5 quarters.
  • NWF Advisory Services's Schwab US Broad Market ETF position peaked at $2.02M in Q2 2025.
  • 498 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.