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Trevian Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Trevian Wealth Management’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 		$478K Hold
16,490
– – 0.2% 34
2026
Q1 		$414K Hold
16,490
– – 0.2% 35
2025
Q4 		$433K Hold
16,490
– – 0.21% 40
2025
Q3 		$424K Sell
16,490
-576
-3% -$14.3K 0.23% 33
2025
Q2 		$407K Buy
17,066
+7,044
+70% +$155K 0.25% 29
2025
Q1 		$216K Hold
10,022
– – 0.15% 27
2024
Q4 		$228K Sell
10,022
-1
-0% -$23 0.17% 27
2024
Q3 		$222K Buy
+10,023
New +$214K 0.18% 28
2024
Q2 		– Sell
-9,996
Closed -$203K – 18
2024
Q1 		$203K Buy
+9,996
New +$193K 0.14% 29

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 $103B AUM 28.65% 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

Trevian Wealth Management's SCHB Position: Q2 2026 in Review

Trevian Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 16,490 shares worth $478K. The position accounts for 0.2% of the portfolio, ranked #34.

Trevian Wealth Management first reported a position in SCHB in Q1 2024 and has held it in 9 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Trevian Wealth Management held 16,490 shares of Schwab US Broad Market ETF worth $478K as of Q2 2026.
  • Trevian Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.2% of Trevian Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Trevian Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Trevian Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.