FMTC
SCHB icon

Farmers & Merchants Trust Company’s Schwab US Broad Market ETF SCHB Stock Holding History

Farmers & Merchants Trust Company’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
2023
Q3 		– Sell
-90,060
Closed -$1.55M – 180
2023
Q2 		$1.55M Hold
90,060
– – 0.42% 50
2023
Q1 		$1.44M Hold
90,060
– – 0.4% 52
2022
Q4 		$1.35M Buy
+90,060
New +$1.35M 0.38% 53

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Farmers & Merchants Trust Company's SCHB Position: Q3 2023 in Review

Farmers & Merchants Trust Company sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 90,060 shares — an estimated $1.55M sold.

Farmers & Merchants Trust Company first reported a position in SCHB in Q4 2022 and held it in 3 quarters. The position peaked at $1.55M in Q2 2023. 940 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Farmers & Merchants Trust Company reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Trust Company sold 90,060 Schwab US Broad Market ETF shares in Q3 2023, an estimated $1.55M.
  • Farmers & Merchants Trust Company first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 3 quarters.
  • Farmers & Merchants Trust Company's Schwab US Broad Market ETF position peaked at $1.55M in Q2 2023.
  • 940 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Farmers & Merchants Trust Company's 13F filing for Q3 2023, filed 20 Oct 2023.