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

Greenleaf 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	$1.18M	Buy	40,725 +375	+0.9%	+$10.5K	0.01%	317
2026 Q1	$1.01M	Hold	40,350	–	–	0.01%	332
2025 Q4	$1.06M	Hold	40,350	–	–	0.01%	320
2025 Q3	$1.04M	Sell	40,350 -228	-0.6%	-$5.64K	0.01%	317
2025 Q2	$967K	Hold	40,578	–	–	0.01%	320
2025 Q1	$874K	Hold	40,578	–	–	0.01%	363
2024 Q4	$921K	Hold	40,578	–	–	0.01%	345
2024 Q3	$900K	Sell	40,578 -11,997	-23%	-$256K	0.01%	361
2024 Q2	$1.1M	Hold	52,575	–	–	0.01%	286
2024 Q1	$1.07M	Hold	52,575	–	–	0.01%	288
2023 Q4	$976K	Buy	+52,575	New	+$908K	0.01%	299
2023 Q2	–	Sell	-46,623	Closed	-$744K	–	797
2023 Q1	$744K	Hold	46,623	–	–	0.01%	345
2022 Q4	$696K	Hold	46,623	–	–	0.01%	351
2022 Q3	$653K	Hold	46,623	–	–	0.01%	334
2022 Q2	$687K	Buy	46,623 +123	+0.3%	+$1.97K	0.01%	304
2022 Q1	$828K	Buy	+46,500	New	+$816K	0.01%	284
2021 Q2	–	Sell	-17,880	Closed	-$288K	–	743
2021 Q1	$288K	Buy	+17,880	New	+$282K	﹤0.01%	564

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Greenleaf Trust's SCHB Position: Q2 2026 in Review

Greenleaf Trust increased its Schwab US Broad Market ETF (SCHB) stake by 0.93% in Q2 2026, buying an estimated $10.5K and bringing the position to 40,725 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #317.

Greenleaf Trust first reported a position in SCHB in Q1 2021 and has held it in 17 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Greenleaf Trust held 40,725 shares of Schwab US Broad Market ETF worth $1.18M as of Q2 2026.
Greenleaf Trust bought 375 Schwab US Broad Market ETF shares in Q2 2026, an estimated $10.5K.
Schwab US Broad Market ETF made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #317 holding.
Greenleaf Trust first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 17 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.