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 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

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

NWF Advisory Services's SCHB Position: Q2 2026 in Review

NWF Advisory Services held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 8,268 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #358.

NWF Advisory Services first reported a position in SCHB in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.02M in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

NWF Advisory Services held 8,268 shares of Schwab US Broad Market ETF worth $239K as of Q2 2026.
NWF Advisory Services left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #358 holding.
NWF Advisory Services first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 5 quarters since.
NWF Advisory Services's Schwab US Broad Market ETF position peaked at $2.02M in Q2 2025.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.