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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
Q2 		$1.99M Buy
68,655
+579
+0.9% +$16.2K 0.03% 273
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 $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 $104B AUM 28.3% 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

Diversified Trust's SCHB Position: Q2 2026 in Review

Diversified Trust increased its Schwab US Broad Market ETF (SCHB) stake by 0.85% in Q2 2026, buying an estimated $16.2K and bringing the position to 68,655 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #273.

Diversified Trust first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Diversified Trust held 68,655 shares of Schwab US Broad Market ETF worth $1.99M as of Q2 2026.
  • Diversified Trust bought 579 Schwab US Broad Market ETF shares in Q2 2026, an estimated $16.2K.
  • Schwab US Broad Market ETF made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #273 holding.
  • Diversified Trust first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.