TIAA Trust, National Association
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TIAA Trust, National Association’s Schwab US Broad Market ETF SCHB Stock Holding History

TIAA Trust, National Association’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 		– Sell
-111,002
Closed -$2.91M – 608
2025
Q4 		$2.91M Sell
111,002
-603
-0.5% -$15.7K 0.01% 276
2025
Q3 		$2.87M Buy
111,605
+2,866
+3% +$70.9K 0.01% 278
2025
Q2 		$2.59M Sell
108,739
-2,352
-2% -$51.8K 0.01% 278
2025
Q1 		$2.39M Buy
111,091
+1,439
+1% +$32.7K 0.01% 278
2024
Q4 		$2.49M Buy
109,652
+3,398
+3% +$77.6K 0.01% 275
2024
Q3 		$2.36M Sell
106,254
-2,781
-3% -$59.4K 0.01% 284
2024
Q2 		$2.29M Buy
109,035
+5,184
+5% +$105K 0.01% 266
2024
Q1 		$2.11M Sell
103,851
-510
-0.5% -$9.87K 0.01% 279
2023
Q4 		$1.94M Hold
104,361
– – 0.01% 272
2023
Q3 		$1.73M Buy
+104,361
New +$1.81M 0.01% 269

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