DT
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Diversified Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

Diversified 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
Q1 		$1.71M Buy
68,076
+31,728
+87% +$833K 0.03% 292
2025
Q4 		$953K Sell
36,348
-61
-0.2% -$1.59K 0.02% 455
2025
Q3 		$936K Buy
36,409
+887
+2% +$22K 0.02% 434
2025
Q2 		$847K Sell
35,522
-23
-0.1% -$507 0.02% 430
2025
Q1 		$765K Hold
35,545
– – 0.02% 438
2024
Q4 		$807K Sell
35,545
-1,385
-4% -$31.6K 0.02% 438
2024
Q3 		$819K Buy
36,930
+2,640
+8% +$56.4K 0.02% 439
2024
Q2 		$719K Sell
34,290
-438
-1% -$8.87K 0.02% 436
2024
Q1 		$707K Buy
+34,728
New +$672K 0.02% 424

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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