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

Central Trust Company’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	$151K	Buy	5,228 +1,543	+42%	+$43.2K	﹤0.01%	670
2026 Q1	$92.5K	Sell	3,685 -1,759	-32%	-$46.2K	﹤0.01%	731
2025 Q4	$143K	Buy	5,444 +454	+9%	+$11.8K	﹤0.01%	641
2025 Q3	$128K	Hold	4,990	–	–	﹤0.01%	654
2025 Q2	$119K	Hold	4,990	–	–	﹤0.01%	645
2025 Q1	$107K	Buy	4,990 +2,260	+83%	+$51.4K	﹤0.01%	650
2024 Q4	$62K	Hold	2,730	–	–	﹤0.01%	754
2024 Q3	$60.5K	Hold	2,730	–	–	﹤0.01%	743
2024 Q2	$57.2K	Hold	2,730	–	–	﹤0.01%	750
2024 Q1	$55.6K	Hold	2,730	–	–	﹤0.01%	794
2023 Q4	$50.7K	Hold	2,730	–	–	﹤0.01%	793
2023 Q3	$45.4K	Hold	2,730	–	–	﹤0.01%	785
2023 Q2	$47K	Hold	2,730	–	–	﹤0.01%	784
2023 Q1	$43.5K	Hold	2,730	–	–	﹤0.01%	810
2022 Q4	$40.8K	Hold	2,730	–	–	﹤0.01%	805
2022 Q3	$38K	Hold	2,730	–	–	﹤0.01%	820
2022 Q2	$40K	Hold	2,730	–	–	﹤0.01%	809
2022 Q1	$49K	Hold	2,730	–	–	﹤0.01%	812
2021 Q4	$51K	Hold	2,730	–	–	﹤0.01%	791
2021 Q3	$47K	Hold	2,730	–	–	﹤0.01%	779
2021 Q2	$47K	Buy	+2,730	New	+$46.2K	﹤0.01%	745
2020 Q2	–	Sell	-1,002	Closed	-$10K	–	1141
2020 Q1	$10K	Hold	1,002	–	–	﹤0.01%	871
2019 Q4	$13K	Buy	1,002 +372	+59%	+$4.57K	﹤0.01%	914
2019 Q3	$7K	Sell	630 -3,420	-84%	-$40.4K	﹤0.01%	972
2019 Q2	$48K	Buy	+4,050	New	+$46.8K	﹤0.01%	656

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 $103B AUM 28.65% 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

Central Trust Company's SCHB Position: Q2 2026 in Review

Central Trust Company increased its Schwab US Broad Market ETF (SCHB) stake by 42% in Q2 2026, buying an estimated $43.2K and bringing the position to 5,228 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Central Trust Company first reported a position in SCHB in Q2 2019 and has held it in 25 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Central Trust Company held 5,228 shares of Schwab US Broad Market ETF worth $151K as of Q2 2026.
Central Trust Company bought 1,543 Schwab US Broad Market ETF shares in Q2 2026, an estimated $43.2K.
Schwab US Broad Market ETF made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #670 holding.
Central Trust Company first reported a position in Schwab US Broad Market ETF in Q2 2019 and has held it in 25 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.