Chevy Chase Trust
SCHB icon

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

Chevy Chase 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 		$6.91M Hold
238,661
– – 0.02% 469
2026
Q1 		$5.99M Sell
238,661
-2,562
-1% -$67.2K 0.02% 486
2025
Q4 		$6.33M Sell
241,223
-2,674
-1% -$69.6K 0.02% 484
2025
Q3 		$6.27M Hold
243,897
– – 0.02% 475
2025
Q2 		$5.81M Hold
243,897
– – 0.02% 488
2025
Q1 		$5.25M Sell
243,897
-3,348
-1% -$76.2K 0.02% 505
2024
Q4 		$5.61M Hold
247,245
– – 0.02% 495
2024
Q3 		$5.48M Hold
247,245
– – 0.02% 498
2024
Q2 		$5.18M Hold
247,245
– – 0.02% 495
2024
Q1 		$5.03M Sell
247,245
-4,326
-2% -$83.7K 0.02% 507
2023
Q4 		$4.67M Hold
251,571
– – 0.02% 515
2023
Q3 		$4.18M Hold
251,571
– – 0.02% 505
2023
Q2 		$4.34M Hold
251,571
– – 0.02% 509
2023
Q1 		$4.01M Buy
251,571
+255
+0.1% +$3.99K 0.02% 513
2022
Q4 		$3.75M Hold
251,316
– – 0.02% 526
2022
Q3 		$3.52M Hold
251,316
– – 0.02% 522
2022
Q2 		$3.7M Hold
251,316
– – 0.02% 518
2022
Q1 		$4.47M Sell
251,316
-52,752
-17% -$926K 0.02% 521
2021
Q4 		$5.73M Hold
304,068
– – 0.02% 499
2021
Q3 		$5.26M Hold
304,068
– – 0.02% 500
2021
Q2 		$5.28M Sell
304,068
-1,200
-0.4% -$20.3K 0.02% 512
2021
Q1 		$4.92M Sell
305,268
-1,548
-0.5% -$24.4K 0.02% 515
2020
Q4 		$4.65M Sell
306,816
-1,344
-0.4% -$19.1K 0.02% 508
2020
Q3 		$4.09M Buy
308,160
+414
+0.1% +$5.44K 0.02% 494
2020
Q2 		$3.77M Hold
307,746
– – 0.02% 499
2020
Q1 		$3.1M Sell
307,746
-36
-0% -$436 0.01% 491
2019
Q4 		$3.94M Hold
307,782
– – 0.01% 527
2019
Q3 		$3.64M Sell
307,782
-648
-0.2% -$7.66K 0.01% 522
2019
Q2 		$3.63M Hold
308,430
– – 0.02% 531
2019
Q1 		$3.63M Sell
308,430
-15,000
-5% -$164K 0.02% 530
2018
Q4 		$3.23M Buy
323,430
+36
+0% +$389 0.02% 528
2018
Q3 		$3.79M Hold
323,394
– – 0.02% 532
2018
Q2 		$3.56M Sell
323,394
-36
-0% -$394 0.02% 536
2018
Q1 		$3.44M Sell
323,430
-50,394
-13% -$554K 0.02% 537
2017
Q4 		$3.93M Buy
373,824
+50,394
+16% +$528K 0.02% 523
2017
Q3 		$3.29M Sell
323,430
-1,626
-0.5% -$16.1K 0.01% 531
2017
Q2 		$3.17M Buy
325,056
+1,626
+0.5% +$15.7K 0.02% 533
2017
Q1 		$3.05M Sell
323,430
-8,994
-3% -$84.4K 0.02% 529
2016
Q4 		$3M Buy
332,424
+276,738
+497% +$2.44M 0.02% 525
2016
Q3 		$486K Sell
55,686
-588
-1% -$5.11K ﹤0.01% 578
2016
Q2 		$472K Buy
56,274
+2,826
+5% +$23.5K ﹤0.01% 582
2016
Q1 		$439K Sell
53,448
-1,824
-3% -$14.2K ﹤0.01% 583
2015
Q4 		$452K Sell
55,272
-72
-0.1% -$594 ﹤0.01% 591
2015
Q3 		$428K Buy
55,344
+4,914
+10% +$40.4K ﹤0.01% 591
2015
Q2 		$422K Hold
50,430
– – ﹤0.01% 593
2015
Q1 		$424K Sell
50,430
-3,984
-7% -$33.3K ﹤0.01% 603
2014
Q4 		$452K Sell
54,414
-960
-2% -$7.77K ﹤0.01% 607
2014
Q3 		$439K Sell
55,374
-1,206
-2% -$9.64K ﹤0.01% 609
2014
Q2 		$450K Buy
+56,580
New +$436K ﹤0.01% 613

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

Chevy Chase Trust's SCHB Position: Q2 2026 in Review

Chevy Chase Trust held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 238,661 shares worth $6.91M. The position accounts for 0.02% of the portfolio, ranked #469.

Chevy Chase Trust first reported a position in SCHB in Q2 2014 and has held it in 49 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Chevy Chase Trust held 238,661 shares of Schwab US Broad Market ETF worth $6.91M as of Q2 2026.
  • Chevy Chase Trust left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.02% of Chevy Chase Trust's portfolio in Q2 2026, its #469 holding.
  • Chevy Chase Trust first reported a position in Schwab US Broad Market ETF in Q2 2014 and has held it in 49 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.