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

Legacy Private 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 		$36.3M Sell
1,253,734
-28,354
-2% -$794K 2.01% 10
2026
Q1 		$32.2M Sell
1,282,088
-50,447
-4% -$1.32M 1.98% 9
2025
Q4 		$35M Sell
1,332,535
-6,612
-0.5% -$172K 2.05% 9
2025
Q3 		$34.4M Sell
1,339,147
-35,417
-3% -$877K 2.05% 9
2025
Q2 		$32.8M Buy
1,374,564
+201,811
+17% +$4.45M 2.12% 9
2025
Q1 		$25.2M Sell
1,172,753
-297,779
-20% -$6.77M 1.74% 10
2024
Q4 		$33.4M Buy
1,470,532
+47,329
+3% +$1.08M 2.18% 8
2024
Q3 		$31.6M Sell
1,423,203
-26,223
-2% -$560K 2.12% 9
2024
Q2 		$30.4M Buy
1,449,426
+1,557
+0.1% +$31.5K 2.16% 8
2024
Q1 		$29.5M Sell
1,447,869
-20,568
-1% -$398K 2.15% 9
2023
Q4 		$27.2M Buy
1,468,437
+24,969
+2% +$431K 2.17% 7
2023
Q3 		$24M Sell
1,443,468
-8,448
-0.6% -$146K 2.06% 8
2023
Q2 		$25M Buy
1,451,916
+52,638
+4% +$858K 2.07% 7
2023
Q1 		$22.3M Sell
1,399,278
-67,791
-5% -$1.06M 1.9% 10
2022
Q4 		$21.9M Buy
1,467,069
+18,588
+1% +$279K 1.98% 9
2022
Q3 		$20.3M Sell
1,448,481
-30,651
-2% -$477K 1.92% 10
2022
Q2 		$21.8M Buy
1,479,132
+115,824
+8% +$1.86M 1.95% 10
2022
Q1 		$24.3M Sell
1,363,308
-21,468
-2% -$377K 1.88% 12
2021
Q4 		$26.1M Sell
1,384,776
-6,324
-0.5% -$116K 1.96% 9
2021
Q3 		$24.1M Buy
1,391,100
+3,396
+0.2% +$60.4K 1.95% 10
2021
Q2 		$24.1M Sell
1,387,704
-8,898
-0.6% -$151K 2.03% 12
2021
Q1 		$22.5M Sell
1,396,602
-38,952
-3% -$614K 2.03% 11
2020
Q4 		$21.8M Buy
1,435,554
+17,094
+1% +$243K 2.06% 11
2020
Q3 		$18.8M Buy
1,418,460
+11,904
+0.8% +$157K 1.94% 11
2020
Q2 		$17.2M Buy
1,406,556
+623,910
+80% +$7.19M 1.9% 10
2020
Q1 		$7.88M Buy
+782,646
New +$9.47M 1.02% 24

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

Legacy Private Trust's SCHB Position: Q2 2026 in Review

Legacy Private Trust reduced its Schwab US Broad Market ETF (SCHB) stake by 2.2% in Q2 2026, selling an estimated $794K and leaving 1,253,734 shares worth $36.3M. The position accounts for 2.01% of the portfolio, ranked #10.

Legacy Private 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.

  • Legacy Private Trust held 1,253,734 shares of Schwab US Broad Market ETF worth $36.3M as of Q2 2026.
  • Legacy Private Trust sold 28,354 Schwab US Broad Market ETF shares in Q2 2026, an estimated $794K.
  • Schwab US Broad Market ETF made up 2.01% of Legacy Private Trust's portfolio in Q2 2026, its #10 holding.
  • Legacy Private 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 Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.