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

Exchange 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 Q2	$2.19M	Sell	75,676 -824	-1%	-$23.1K	1.36%	23
2026 Q1	$1.92M	Sell	76,500 -600	-0.8%	-$15.7K	1.33%	21
2025 Q4	$2.02M	Sell	77,100 -250	-0.3%	-$6.51K	1.4%	22
2025 Q3	$1.99M	Hold	77,350	–	–	1.38%	21
2025 Q2	$1.84M	Sell	77,350 -500	-0.6%	-$11K	1.46%	21
2025 Q1	$1.68M	Hold	77,850	–	–	1.35%	22
2024 Q4	$1.77M	Sell	77,850 -150	-0.2%	-$3.43K	1.42%	18
2024 Q3	$1.73M	Hold	78,000	–	–	1.41%	19
2024 Q2	$1.63M	Hold	78,000	–	–	1.39%	20
2024 Q1	$1.59M	Sell	78,000 -489	-0.6%	-$9.46K	1.3%	21
2023 Q4	$1.46M	Hold	78,489	–	–	1.26%	22
2023 Q3	$1.3M	Sell	78,489 -6,000	-7%	-$104K	1.25%	22
2023 Q2	$1.46M	Buy	+84,489	New	+$1.38M	1.41%	21

Other funds holding SCHB

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return