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Missouri Trust & Investment Company’s Schwab US Broad Market ETF SCHB Stock Holding History

Missouri Trust & Investment Company’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
Q1 		$1.65M Buy
65,645
+1,655
+3% +$43.4K 0.48% 48
2025
Q4 		$1.68M Hold
63,990
– – 0.49% 43
2025
Q3 		$1.65M Sell
63,990
-20
-0% -$495 0.49% 44
2025
Q2 		$1.53M Sell
64,010
-520
-0.8% -$11.5K 0.5% 40
2025
Q1 		$1.39M Buy
64,530
+11,920
+23% +$271K 0.49% 44
2024
Q4 		$1.19M Buy
52,610
+12,728
+32% +$291K 0.42% 52
2024
Q3 		$884K Sell
39,882
-12,516
-24% -$267K 0.31% 68
2024
Q2 		$1.1M Sell
52,398
-2,850
-5% -$57.7K 0.41% 57
2024
Q1 		$1.12M Sell
55,248
-390
-0.7% -$7.55K 0.43% 54
2023
Q4 		$1.03M Sell
55,638
-792
-1% -$13.7K 0.42% 54
2023
Q3 		$938K Sell
56,430
-2,355
-4% -$40.8K 0.42% 50
2023
Q2 		$1.01M Sell
58,785
-3,657
-6% -$59.6K 0.57% 43
2023
Q1 		$996K Sell
62,442
-5,136
-8% -$80.3K 0.64% 38
2022
Q4 		$1.01M Sell
67,578
-5,976
-8% -$89.8K 0.61% 38
2022
Q3 		$1.03M Sell
73,554
-957
-1% -$14.9K 0.67% 32
2022
Q2 		$1.1M Sell
74,511
-555
-0.7% -$8.91K 0.72% 31
2022
Q1 		$1.34M Sell
75,066
-5,970
-7% -$105K 0.78% 30
2021
Q4 		$1.53M Buy
+81,036
New +$1.49M 0.88% 23

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 $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $481B AUM 26.39% 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

Missouri Trust & Investment Company's SCHB Position: Q1 2026 in Review

Missouri Trust & Investment Company increased its Schwab US Broad Market ETF (SCHB) stake by 2.6% in Q1 2026, buying an estimated $43.4K and bringing the position to 65,645 shares worth $1.65M. The position accounts for 0.48% of the portfolio, ranked #48.

Missouri Trust & Investment Company first reported a position in SCHB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.68M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Missouri Trust & Investment Company held 65,645 shares of Schwab US Broad Market ETF worth $1.65M as of Q1 2026.
  • Missouri Trust & Investment Company bought 1,655 Schwab US Broad Market ETF shares in Q1 2026, an estimated $43.4K.
  • Schwab US Broad Market ETF made up 0.48% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #48 holding.
  • Missouri Trust & Investment Company first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Missouri Trust & Investment Company's Schwab US Broad Market ETF position peaked at $1.68M in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.