TF
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Tompkins Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Tompkins Financial’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 		$1.14M Sell
45,532
-190
-0.4% -$4.99K 0.09% 97
2025
Q4 		$1.2M Hold
45,722
– – 0.09% 98
2025
Q3 		$1.18M Hold
45,722
– – 0.1% 95
2025
Q2 		$1.09M Hold
45,722
– – 0.1% 93
2025
Q1 		$984K Buy
45,722
+2,798
+7% +$63.6K 0.09% 96
2024
Q4 		$974K Buy
42,924
+3,930
+10% +$89.8K 0.09% 92
2024
Q3 		$865K Hold
38,994
– – 0.08% 95
2024
Q2 		$817K Buy
38,994
+32,460
+497% +$658K 0.09% 98
2024
Q1 		$133K Hold
6,534
– – 0.02% 241
2023
Q4 		$121K Hold
6,534
– – 0.01% 249
2023
Q3 		$109K Hold
6,534
– – 0.02% 237
2023
Q2 		$113K Hold
6,534
– – 0.02% 245
2023
Q1 		$104K Hold
6,534
– – 0.02% 255
2022
Q4 		$98K Hold
6,534
– – 0.02% 266
2022
Q3 		$91K Hold
6,534
– – 0.02% 271
2022
Q2 		$96K Hold
6,534
– – 0.02% 274
2022
Q1 		$116K Buy
+6,534
New +$115K 0.02% 272

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