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NWK Group’s Schwab US Broad Market ETF SCHB Stock Holding History

NWK Group’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 		$65.3K Buy
2,254
+357
+19% +$9.99K 0.02% 61
2026
Q1 		$47.6K Buy
1,897
+355
+23% +$9.31K 0.02% 56
2025
Q4 		$40.4K Hold
1,542
– – 0.01% 58
2025
Q3 		$39.6K Hold
1,542
– – 0.01% 60
2025
Q2 		$36.7K Hold
1,542
– – 0.01% 59
2025
Q1 		$33.2K Hold
1,542
– – 0.02% 57
2024
Q4 		$35K Hold
1,542
– – 0.01% 62
2024
Q3 		$34.2K Hold
1,542
– – 0.01% 63
2024
Q2 		$32.3K Hold
1,542
– – 0.01% 54
2024
Q1 		$31.4K Hold
1,542
– – 0.01% 56
2023
Q4 		$28.6K Hold
1,542
– – 0.01% 57
2023
Q3 		$25.6K Sell
1,542
-1,800
-54% -$31.2K 0.02% 54
2023
Q2 		$57.6K Hold
3,342
– – 0.03% 54
2023
Q1 		$53.3K Hold
3,342
– – 0.03% 58
2022
Q4 		$49.9K Buy
3,342
+171
+5% +$2.57K 0.04% 55
2022
Q3 		$44K Hold
3,171
– – 0.03% 50
2022
Q2 		$47K Buy
3,171
+411
+15% +$6.6K 0.03% 61
2022
Q1 		$49K Buy
2,760
+306
+12% +$5.37K 0.03% 63
2021
Q4 		$46K Buy
2,454
+654
+36% +$12K 0.02% 73
2021
Q3 		$31K Hold
1,800
– – 0.01% 77
2021
Q2 		$31K Hold
1,800
– – 0.01% 84
2021
Q1 		$29K Hold
1,800
– – 0.01% 134
2020
Q4 		$27K Hold
1,800
– – 0.01% 132
2020
Q3 		$24K Hold
1,800
– – 0.01% 124
2020
Q2 		$22K Hold
1,800
– – 0.01% 127
2020
Q1 		$18K Buy
+1,800
New +$21.8K 0.02% 123

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

NWK Group's SCHB Position: Q2 2026 in Review

NWK Group increased its Schwab US Broad Market ETF (SCHB) stake by 19% in Q2 2026, buying an estimated $9.99K and bringing the position to 2,254 shares worth $65.3K. The position accounts for 0.02% of the portfolio, ranked #61.

NWK Group first reported a position in SCHB in Q1 2020 and has held it in 26 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • NWK Group held 2,254 shares of Schwab US Broad Market ETF worth $65.3K as of Q2 2026.
  • NWK Group bought 357 Schwab US Broad Market ETF shares in Q2 2026, an estimated $9.99K.
  • Schwab US Broad Market ETF made up 0.02% of NWK Group's portfolio in Q2 2026, its #61 holding.
  • NWK Group first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on NWK Group's 13F filing for Q2 2026, filed 10 Aug 2026.