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Commerce Bank’s Schwab US Broad Market ETF SCHB Stock Holding History

Commerce Bank’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
Q1 		$1.43M Buy
56,802
+44,127
+348% +$1.16M 0.01% 628
2025
Q4 		$332K Sell
12,675
-425
-3% -$11.1K ﹤0.01% 1042
2025
Q3 		$337K Sell
13,100
-950
-7% -$23.5K ﹤0.01% 1014
2025
Q2 		$335K Sell
14,050
-680
-5% -$15K ﹤0.01% 998
2025
Q1 		$317K Hold
14,730
– – ﹤0.01% 997
2024
Q4 		$334K Hold
14,730
– – ﹤0.01% 990
2024
Q3 		$327K Sell
14,730
-1,713
-10% -$36.6K ﹤0.01% 1032
2024
Q2 		$345K Buy
+16,443
New +$333K ﹤0.01% 984
2020
Q1 		– Sell
-16,590
Closed -$213K – 990
2019
Q4 		$213K Buy
+16,590
New +$204K ﹤0.01% 930

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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return