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Advisortrust Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Advisortrust Partners’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 		$690K Sell
23,833
-3,964
-14% -$111K 0.24% 73
2026
Q1 		$698K Sell
27,797
-1,125
-4% -$29.5K 0.29% 52
2025
Q4 		$759K Buy
+28,922
New +$753K 0.33% 47

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Betterment LLC
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R
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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 $103B AUM 28.65% 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

Advisortrust Partners's SCHB Position: Q2 2026 in Review

Advisortrust Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 14% in Q2 2026, selling an estimated $111K and leaving 23,833 shares worth $690K. The position accounts for 0.24% of the portfolio, ranked #73.

Advisortrust Partners first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. The position peaked at $759K in Q4 2025. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Advisortrust Partners held 23,833 shares of Schwab US Broad Market ETF worth $690K as of Q2 2026.
  • Advisortrust Partners sold 3,964 Schwab US Broad Market ETF shares in Q2 2026, an estimated $111K.
  • Schwab US Broad Market ETF made up 0.24% of Advisortrust Partners's portfolio in Q2 2026, its #73 holding.
  • Advisortrust Partners first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Advisortrust Partners's Schwab US Broad Market ETF position peaked at $759K in Q4 2025.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.