Atlantic Union Bankshares’s Schwab US Broad Market ETF SCHB Stock Holding History

Atlantic Union Bankshares’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	$526K	Sell	18,147 -1,189	-6%	-$33.3K	0.01%	458
2026 Q1	$485K	Buy	19,336 +4,323	+29%	+$113K	0.01%	461
2025 Q4	$394K	Buy	15,013 +1,918	+15%	+$49.9K	0.01%	488
2025 Q3	$337K	Buy	13,095 +18	+0.1%	+$446	0.01%	514
2025 Q2	$312K	Buy	+13,077	New	+$288K	0.01%	426

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Atlantic Union Bankshares's SCHB Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Schwab US Broad Market ETF (SCHB) stake by 6.1% in Q2 2026, selling an estimated $33.3K and leaving 18,147 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #458.

Atlantic Union Bankshares first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Atlantic Union Bankshares held 18,147 shares of Schwab US Broad Market ETF worth $526K as of Q2 2026.
Atlantic Union Bankshares sold 1,189 Schwab US Broad Market ETF shares in Q2 2026, an estimated $33.3K.
Schwab US Broad Market ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #458 holding.
Atlantic Union Bankshares first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.