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

Sanibel Captiva 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
2026
Q2 		$296K Sell
10,230
-1,475
-13% -$41.3K 0.01% 401
2026
Q1 		$294K Buy
11,705
+1,475
+14% +$38.7K 0.01% 386
2025
Q4 		$268K Hold
10,230
– – 0.01% 370
2025
Q3 		$263K Hold
10,230
– – 0.01% 363
2025
Q2 		$244K Hold
10,230
– – 0.01% 374
2025
Q1 		$220K Buy
10,230
+1,230
+14% +$28K 0.01% 373
2024
Q4 		$204K Buy
+9,000
New +$206K 0.01% 374

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R
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SCM
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SG
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Sanibel Captiva Trust Company's SCHB Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Schwab US Broad Market ETF (SCHB) stake by 13% in Q2 2026, selling an estimated $41.3K and leaving 10,230 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #401.

Sanibel Captiva Trust Company first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sanibel Captiva Trust Company held 10,230 shares of Schwab US Broad Market ETF worth $296K as of Q2 2026.
  • Sanibel Captiva Trust Company sold 1,475 Schwab US Broad Market ETF shares in Q2 2026, an estimated $41.3K.
  • Schwab US Broad Market ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #401 holding.
  • Sanibel Captiva Trust Company first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.