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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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

TIAA Trust, National Association's SCHB Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 111,002 shares — an estimated $2.91M sold.

TIAA Trust, National Association first reported a position in SCHB in Q3 2023 and held it in 10 quarters. The position peaked at $2.91M in Q4 2025. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • TIAA Trust, National Association reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 111,002 Schwab US Broad Market ETF shares in Q1 2026, an estimated $2.91M.
  • TIAA Trust, National Association first reported a position in Schwab US Broad Market ETF in Q3 2023 and held it in 10 quarters.
  • TIAA Trust, National Association's Schwab US Broad Market ETF position peaked at $2.91M in Q4 2025.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.