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

Fiduciary 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 		$10.7M Sell
369,042
-1,145
-0.3% -$32.1K 0.12% 110
2026
Q1 		$9.29M Sell
370,187
-5,448
-1% -$143K 0.11% 114
2025
Q4 		$9.85M Sell
375,635
-120
-0% -$3.12K 0.11% 111
2025
Q3 		$9.66M Sell
375,755
-9,815
-3% -$243K 0.11% 113
2025
Q2 		$9.19M Buy
385,570
+5,384
+1% +$119K 0.11% 114
2025
Q1 		$8.19M Buy
380,186
+16,829
+5% +$383K 0.11% 116
2024
Q4 		$8.25M Sell
363,357
-6,219
-2% -$142K 0.11% 116
2024
Q3 		$8.19M Sell
369,576
-5,277
-1% -$113K 0.11% 121
2024
Q2 		$7.86M Buy
374,853
+197,370
+111% +$4M 0.12% 117
2024
Q1 		$3.61M Buy
177,483
+1,230
+0.7% +$23.8K 0.06% 185
2023
Q4 		$3.27M Buy
176,253
+270
+0.2% +$4.66K 0.05% 190
2023
Q3 		$2.92M Sell
175,983
-2,940
-2% -$50.9K 0.05% 196
2023
Q2 		$3.08M Buy
178,923
+135
+0.1% +$2.2K 0.05% 201
2023
Q1 		$2.85M Buy
178,788
+90,009
+101% +$1.41M 0.05% 199
2022
Q4 		$1.33M Sell
88,779
-615
-0.7% -$9.24K 0.03% 291
2022
Q3 		$1.25M Hold
89,394
– – 0.03% 283
2022
Q2 		$1.32M Hold
89,394
– – 0.03% 287
2022
Q1 		$1.59M Sell
89,394
-6,330
-7% -$111K 0.03% 282
2021
Q4 		$1.8M Buy
95,724
+38,850
+68% +$715K 0.03% 265
2021
Q3 		$984K Hold
56,874
– – 0.02% 339
2021
Q2 		$988K Hold
56,874
– – 0.02% 340
2021
Q1 		$917K Sell
56,874
-8,604
-13% -$136K 0.02% 344
2020
Q4 		$992K Sell
65,478
-4,662
-7% -$66.4K 0.02% 320
2020
Q3 		$931K Sell
70,140
-37,926
-35% -$499K 0.02% 304
2020
Q2 		$1.32M Sell
108,066
-1,050
-1% -$12.1K 0.03% 250
2020
Q1 		$1.1M Buy
+109,116
New +$1.32M 0.03% 248

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 $103B AUM 28.65% 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

Fiduciary Trust's SCHB Position: Q2 2026 in Review

Fiduciary Trust reduced its Schwab US Broad Market ETF (SCHB) stake by 0.31% in Q2 2026, selling an estimated $32.1K and leaving 369,042 shares worth $10.7M. The position accounts for 0.12% of the portfolio, ranked #110.

Fiduciary Trust first reported a position in SCHB in Q1 2020 and has held it in 26 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Fiduciary Trust held 369,042 shares of Schwab US Broad Market ETF worth $10.7M as of Q2 2026.
  • Fiduciary Trust sold 1,145 Schwab US Broad Market ETF shares in Q2 2026, an estimated $32.1K.
  • Schwab US Broad Market ETF made up 0.12% of Fiduciary Trust's portfolio in Q2 2026, its #110 holding.
  • Fiduciary Trust first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.