MT
SCHB icon

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

Midwest 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 		$319K Sell
11,027
-861
-7% -$24.1K ﹤0.01% 519
2026
Q1 		$298K Sell
11,888
-905
-7% -$23.7K ﹤0.01% 509
2025
Q4 		$336K Hold
12,793
– – ﹤0.01% 492
2025
Q3 		$329K Buy
+12,793
New +$317K ﹤0.01% 495

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

Midwest Trust's SCHB Position: Q2 2026 in Review

Midwest Trust reduced its Schwab US Broad Market ETF (SCHB) stake by 7.2% in Q2 2026, selling an estimated $24.1K and leaving 11,027 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Midwest Trust first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. The position peaked at $336K in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Midwest Trust held 11,027 shares of Schwab US Broad Market ETF worth $319K as of Q2 2026.
  • Midwest Trust sold 861 Schwab US Broad Market ETF shares in Q2 2026, an estimated $24.1K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #519 holding.
  • Midwest Trust first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • Midwest Trust's Schwab US Broad Market ETF position peaked at $336K in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.