Choate Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Choate Investment Advisors’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	$366K	Hold	12,630	–	–	0.01%	368
2026 Q1	$317K	Hold	12,630	–	–	0.01%	372
2025 Q4	$331K	Hold	12,630	–	–	0.01%	363
2025 Q3	$325K	Hold	12,630	–	–	0.01%	348
2025 Q2	$301K	Hold	12,630	–	–	0.01%	342
2025 Q1	$272K	Hold	12,630	–	–	0.01%	339
2024 Q4	$287K	Hold	12,630	–	–	0.01%	338
2024 Q3	$280K	Hold	12,630	–	–	0.01%	327
2024 Q2	$265K	Hold	12,630	–	–	0.01%	324
2024 Q1	$257K	Hold	12,630	–	–	0.01%	354
2023 Q4	$234K	Sell	12,630 -15,408	-55%	-$266K	0.01%	341
2023 Q3	$466K	Buy	28,038 +15,408	+122%	+$267K	0.02%	248
2023 Q2	$218K	Hold	12,630	–	–	0.01%	275
2023 Q1	$201K	Hold	12,630	–	–	0.01%	260
2022 Q4	$189K	Hold	12,630	–	–	0.01%	267
2022 Q3	$177K	Hold	12,630	–	–	0.01%	241
2022 Q2	$186K	Buy	12,630 +2,952	+31%	+$47.4K	0.01%	256
2022 Q1	$172K	Hold	9,678	–	–	0.01%	295
2021 Q4	$182K	Hold	9,678	–	–	0.01%	283
2021 Q3	$168K	Hold	9,678	–	–	0.01%	256
2021 Q2	$168K	Buy	+9,678	New	+$164K	0.01%	268

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

Choate Investment Advisors's SCHB Position: Q2 2026 in Review

Choate Investment Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 12,630 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #368.

Choate Investment Advisors first reported a position in SCHB in Q2 2021 and has held it in 21 quarters since. The position peaked at $466K in Q3 2023. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Choate Investment Advisors held 12,630 shares of Schwab US Broad Market ETF worth $366K as of Q2 2026.
Choate Investment Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #368 holding.
Choate Investment Advisors first reported a position in Schwab US Broad Market ETF in Q2 2021 and has held it in 21 quarters since.
Choate Investment Advisors's Schwab US Broad Market ETF position peaked at $466K in Q3 2023.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.