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

Private Trust 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
2025 Q3	$1.58M	Buy
2025 Q2	$1.44M	Buy
2025 Q1	$1.29M	Hold
2024 Q4	$1.36M	Buy
2023 Q3	–	Sell
2023 Q2	$1.5K	Buy