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SouthState Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

SouthState Corp’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 		$588K Sell
20,314
-3,207
-14% -$89.8K 0.02% 252
2026
Q1 		$590K Sell
23,521
-2,396
-9% -$62.9K 0.03% 244
2025
Q4 		$680K Sell
25,917
-4,225
-14% -$110K 0.03% 234
2025
Q3 		$775K Sell
30,142
-89,736
-75% -$2.22M 0.04% 219
2025
Q2 		$2.86M Buy
119,878
+50
+0% +$1.1K 0.12% 125
2025
Q1 		$2.58M Buy
+119,828
New +$2.73M 0.12% 128

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 $104B AUM 28.3% 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

SouthState Corp's SCHB Position: Q2 2026 in Review

SouthState Corp reduced its Schwab US Broad Market ETF (SCHB) stake by 14% in Q2 2026, selling an estimated $89.8K and leaving 20,314 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #252.

SouthState Corp first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.86M in Q2 2025. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • SouthState Corp held 20,314 shares of Schwab US Broad Market ETF worth $588K as of Q2 2026.
  • SouthState Corp sold 3,207 Schwab US Broad Market ETF shares in Q2 2026, an estimated $89.8K.
  • Schwab US Broad Market ETF made up 0.02% of SouthState Corp's portfolio in Q2 2026, its #252 holding.
  • SouthState Corp first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • SouthState Corp's Schwab US Broad Market ETF position peaked at $2.86M in Q2 2025.
  • 1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.