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NYL Investors’s Schwab US Broad Market ETF SCHB Stock Holding History

NYL Investors’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 		$4.8M Sell
191,050
-8,514
-4% -$223K 1.81% 14
2025
Q4 		$5.23M Sell
199,564
-502
-0.3% -$13.1K 1.78% 16
2025
Q3 		$5.14M Buy
200,066
+159
+0.1% +$3.94K 1.69% 15
2025
Q2 		$4.76M Buy
199,907
+7,507
+4% +$165K 1.31% 16
2025
Q1 		$4.14M Sell
192,400
-20,600
-10% -$469K 0.27% 19
2024
Q4 		$4.84M Buy
213,000
+9,900
+5% +$226K 0.44% 19
2024
Q3 		$4.5M Buy
203,100
+4,200
+2% +$89.7K 0.28% 18
2024
Q2 		$4.17M Buy
198,900
+6,300
+3% +$128K 0.3% 18
2024
Q1 		$3.92M Sell
192,600
-17,400
-8% -$337K 0.14% 21
2023
Q4 		$3.9M Buy
210,000
+63,300
+43% +$1.09M 0.16% 16
2023
Q3 		$2.44M Sell
146,700
-2,700
-2% -$46.7K 0.1% 22
2023
Q2 		$2.57M Buy
149,400
+4,200
+3% +$68.5K 0.12% 21
2023
Q1 		$2.32M Sell
145,200
-17,100
-11% -$267K 0.14% 22
2022
Q4 		$2.42M Buy
162,300
+2,100
+1% +$31.6K 0.17% 24
2022
Q3 		$2.24M Sell
160,200
-2,700
-2% -$42K 0.26% 24
2022
Q2 		$2.4M Buy
162,900
+1,500
+0.9% +$24.1K 0.28% 24
2022
Q1 		$2.87M Sell
161,400
-25,200
-14% -$442K 0.4% 25
2021
Q4 		$3.52M Buy
186,600
+1,200
+0.6% +$22.1K 0.58% 20
2021
Q3 		$3.21M Buy
185,400
+5,400
+3% +$96K 0.36% 22
2021
Q2 		$3.13M Sell
180,000
-1,800
-1% -$30.5K 0.37% 25
2021
Q1 		$2.93M Sell
181,800
-20,400
-10% -$322K 0.37% 23
2020
Q4 		$3.07M Sell
202,200
-6,000
-3% -$85.5K 0.87% 21
2020
Q3 		$2.76M Sell
208,200
-9,600
-4% -$126K 1.07% 23
2020
Q2 		$2.67M Sell
217,800
-600
-0.3% -$6.92K 1.1% 21
2020
Q1 		$2.2M Sell
218,400
-45,000
-17% -$545K 0.98% 20
2019
Q4 		$3.38M Buy
263,400
+1,200
+0.5% +$14.7K 1.5% 13
2019
Q3 		$3.1M Buy
262,200
+4,800
+2% +$56.7K 1.34% 18
2019
Q2 		$3.03M Sell
257,400
-11,400
-4% -$132K 1.61% 17
2019
Q1 		$3.05M Sell
268,800
-34,800
-11% -$380K 1.67% 17
2018
Q4 		$3.03M Buy
+303,600
New +$3.28M 1.77% 12

Other funds holding SCHB

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

NYL Investors's SCHB Position: Q1 2026 in Review

NYL Investors reduced its Schwab US Broad Market ETF (SCHB) stake by 4.3% in Q1 2026, selling an estimated $223K and leaving 191,050 shares worth $4.8M. The position accounts for 1.81% of the portfolio, ranked #14.

NYL Investors first reported a position in SCHB in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.23M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • NYL Investors held 191,050 shares of Schwab US Broad Market ETF worth $4.8M as of Q1 2026.
  • NYL Investors sold 8,514 Schwab US Broad Market ETF shares in Q1 2026, an estimated $223K.
  • Schwab US Broad Market ETF made up 1.81% of NYL Investors's portfolio in Q1 2026, its #14 holding.
  • NYL Investors first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 30 quarters since.
  • NYL Investors's Schwab US Broad Market ETF position peaked at $5.23M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on NYL Investors's 13F filing for Q1 2026, filed 7 May 2026.