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

Glenview 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 		$441K Buy
15,235
+7,000
+85% +$196K 0.01% 392
2026
Q1 		$207K Sell
8,235
-2,337
-22% -$61.3K ﹤0.01% 485
2025
Q4 		$277K Buy
+10,572
New +$275K ﹤0.01% 438
2024
Q2 		– Sell
-11,712
Closed -$238K – 481
2024
Q1 		$238K Buy
+11,712
New +$227K 0.01% 433

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

Glenview Trust's SCHB Position: Q2 2026 in Review

Glenview Trust increased its Schwab US Broad Market ETF (SCHB) stake by 85% in Q2 2026, buying an estimated $196K and bringing the position to 15,235 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #392.

Glenview Trust first reported a position in SCHB in Q1 2024 and has held it in 4 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Glenview Trust held 15,235 shares of Schwab US Broad Market ETF worth $441K as of Q2 2026.
  • Glenview Trust bought 7,000 Schwab US Broad Market ETF shares in Q2 2026, an estimated $196K.
  • Schwab US Broad Market ETF made up 0.01% of Glenview Trust's portfolio in Q2 2026, its #392 holding.
  • Glenview Trust first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.