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

Blue Trust Inc’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 		$652K Buy
22,521
+32
+0.1% +$896 0.01% 403
2026
Q1 		$564K Sell
22,489
-161
-0.7% -$4.22K 0.01% 450
2025
Q4 		$594K Buy
22,650
+275
+1% +$7.16K 0.01% 426
2025
Q3 		$575K Buy
22,375
+414
+2% +$10.2K 0.01% 446
2025
Q2 		$523K Buy
21,961
+35
+0.2% +$771 0.01% 430
2025
Q1 		$472K Buy
21,926
+12,071
+122% +$275K 0.01% 425
2024
Q4 		$224K Sell
9,855
-3,021
-23% -$69K ﹤0.01% 604
2024
Q3 		$270K Buy
12,876
+3,207
+33% +$68.5K ﹤0.01% 722
2024
Q2 		$197K Hold
9,669
– – ﹤0.01% 711
2024
Q1 		$197K Sell
9,669
-2,805
-22% -$54.3K ﹤0.01% 508
2023
Q4 		$207K Hold
12,474
– – ﹤0.01% 443
2023
Q3 		$215K Sell
12,474
-6,906
-36% -$120K ﹤0.01% 416
2023
Q2 		$309K Sell
19,380
-606
-3% -$9.88K ﹤0.01% 302
2023
Q1 		$299K Buy
19,986
+522
+3% +$8.16K ﹤0.01% 407
2022
Q4 		$272K Buy
19,464
+6,906
+55% +$104K ﹤0.01% 375
2022
Q3 		$185K Sell
12,558
-2,331
-16% -$36.3K ﹤0.01% 359
2022
Q2 		$265K Buy
+14,889
New +$239K ﹤0.01% 283

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 $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

Blue Trust Inc's SCHB Position: Q2 2026 in Review

Blue Trust Inc increased its Schwab US Broad Market ETF (SCHB) stake by 0.14% in Q2 2026, buying an estimated $896 and bringing the position to 22,521 shares worth $652K. The position accounts for 0.01% of the portfolio, ranked #403.

Blue Trust Inc first reported a position in SCHB in Q2 2022 and has held it in 17 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Blue Trust Inc held 22,521 shares of Schwab US Broad Market ETF worth $652K as of Q2 2026.
  • Blue Trust Inc bought 32 Schwab US Broad Market ETF shares in Q2 2026, an estimated $896.
  • Schwab US Broad Market ETF made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #403 holding.
  • Blue Trust Inc first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.