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 Q3	$496K	Hold	16,907	–	–	0.04%	86
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

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Arlington Trust's SCHB Position: Q3 2026 in Review

Arlington Trust held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 16,907 shares worth $496K. The position accounts for 0.04% of the portfolio, ranked #86.

Arlington Trust first reported a position in SCHB in Q4 2023 and has held it in 12 quarters since. 917 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Arlington Trust held 16,907 shares of Schwab US Broad Market ETF worth $496K as of Q3 2026.
Arlington Trust left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up 0.04% of Arlington Trust's portfolio in Q3 2026, its #86 holding.
Arlington Trust first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 12 quarters since.
917 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.