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First Citizens Bank & Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

First Citizens Bank & 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 		$893K Buy
30,825
+14,689
+91% +$411K 0.01% 338
2026
Q1 		$405K Buy
+16,136
New +$423K 0.01% 478

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Betterment LLC
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R
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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

First Citizens Bank & Trust's SCHB Position: Q2 2026 in Review

First Citizens Bank & Trust increased its Schwab US Broad Market ETF (SCHB) stake by 91% in Q2 2026, buying an estimated $411K and bringing the position to 30,825 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #338.

First Citizens Bank & Trust first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • First Citizens Bank & Trust held 30,825 shares of Schwab US Broad Market ETF worth $893K as of Q2 2026.
  • First Citizens Bank & Trust bought 14,689 Schwab US Broad Market ETF shares in Q2 2026, an estimated $411K.
  • Schwab US Broad Market ETF made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #338 holding.
  • First Citizens Bank & Trust first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.