AT
SCHB icon

Arlington Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

Arlington Trust’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 		$490K Hold
16,907
– – 0.04% 62
2026
Q1 		$424K Hold
16,907
– – 0.04% 61
2025
Q4 		$443K Sell
16,907
-1,779
-10% -$46.3K 0.05% 57
2025
Q3 		$480K Hold
18,686
– – 0.09% 100
2025
Q2 		$445K Sell
18,686
-645
-3% -$14.2K 0.09% 105
2025
Q1 		$416K Buy
19,331
+2,424
+14% +$55.1K 0.09% 110
2024
Q4 		$384K Buy
16,907
+16,889
+93,828% +$386K 0.08% 112
2024
Q3 		$399 Hold
18
– – ﹤0.01% 547
2024
Q2 		$377 Hold
18
– – ﹤0.01% 528
2024
Q1 		$366 Hold
18
– – ﹤0.01% 488
2023
Q4 		$334 Buy
+18
New +$311 ﹤0.01% 887

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

Arlington Trust's SCHB Position: Q2 2026 in Review

Arlington Trust held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 16,907 shares worth $490K. The position accounts for 0.04% of the portfolio, ranked #62.

Arlington Trust first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Arlington Trust held 16,907 shares of Schwab US Broad Market ETF worth $490K as of Q2 2026.
  • Arlington Trust left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.04% of Arlington Trust's portfolio in Q2 2026, its #62 holding.
  • Arlington Trust first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.