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

Heritage 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 		$756K Buy
+26,110
New +$731K 0.07% 193

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UBS Group
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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

Heritage Trust's SCHB Position: Q2 2026 in Review

Heritage Trust opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 26,110 shares worth $756K. The stake represents 0.07% of the portfolio and ranks #193 among its holdings.

1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Heritage Trust held 26,110 shares of Schwab US Broad Market ETF worth $756K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Heritage Trust position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.07% of Heritage Trust's portfolio in Q2 2026, its #193 holding.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.