Truist Financial
SCHB icon

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

Truist 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
Q2 		$47.7M Buy
1,647,692
+8,070
+0.5% +$226K 0.06% 258
2026
Q1 		$41.2M Buy
1,639,622
+63,569
+4% +$1.67M 0.06% 273
2025
Q4 		$41.3M Sell
1,576,053
-5,747
-0.4% -$150K 0.06% 271
2025
Q3 		$40.7M Buy
1,581,800
+52,125
+3% +$1.29M 0.06% 273
2025
Q2 		$36.5M Sell
1,529,675
-417,060
-21% -$9.19M 0.05% 283
2025
Q1 		$41.9M Buy
1,946,735
+170,578
+10% +$3.88M 0.07% 249
2024
Q4 		$40.3M Buy
1,776,157
+138,139
+8% +$3.16M 0.06% 267
2024
Q3 		$36.3M Sell
1,638,018
-27,921
-2% -$596K 0.06% 281
2024
Q2 		$34.9M Sell
1,665,939
-68,238
-4% -$1.38M 0.05% 294
2024
Q1 		$35.3M Buy
1,734,177
+32,808
+2% +$635K 0.05% 299
2023
Q4 		$31.6M Sell
1,701,369
-156,216
-8% -$2.7M 0.05% 305
2023
Q3 		$30.9M Sell
1,857,585
-159,060
-8% -$2.75M 0.05% 311
2023
Q2 		$34.8M Buy
2,016,645
+49,170
+2% +$802K 0.06% 288
2023
Q1 		$31.4M Buy
1,967,475
+55,737
+3% +$871K 0.05% 307
2022
Q4 		$28.6M Buy
1,911,738
+133,308
+7% +$2M 0.05% 319
2022
Q3 		$24.9M Buy
1,778,430
+53,634
+3% +$834K 0.05% 317
2022
Q2 		$25.4M Buy
1,724,796
+3,219
+0.2% +$51.7K 0.05% 324
2022
Q1 		$30.6M Buy
1,721,577
+194,031
+13% +$3.41M 0.05% 323
2021
Q4 		$28.8M Sell
1,527,546
-57,918
-4% -$1.07M 0.04% 338
2021
Q3 		$27.4M Buy
1,585,464
+62,844
+4% +$1.12M 0.05% 336
2021
Q2 		$26.5M Buy
1,522,620
+173,844
+13% +$2.94M 0.04% 365
2021
Q1 		$21.7M Sell
1,348,776
-129,360
-9% -$2.04M 0.04% 390
2020
Q4 		$22.4M Buy
1,478,136
+129,162
+10% +$1.84M 0.04% 354
2020
Q3 		$17.9M Sell
1,348,974
-7,020
-0.5% -$92.3K 0.04% 384
2020
Q2 		$16.6M Buy
1,355,994
+66,000
+5% +$761K 0.04% 394
2020
Q1 		$13M Buy
1,289,994
+1,163,766
+922% +$14.1M 0.03% 433
2019
Q4 		$1.62M Buy
126,228
+54,120
+75% +$664K ﹤0.01% 1227
2019
Q3 		$854K Buy
72,108
+174
+0.2% +$2.06K 0.01% 484
2019
Q2 		$846K Hold
71,934
– – 0.01% 484
2019
Q1 		$816K Buy
+71,934
New +$785K 0.01% 493

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

Truist Financial's SCHB Position: Q2 2026 in Review

Truist Financial increased its Schwab US Broad Market ETF (SCHB) stake by 0.49% in Q2 2026, buying an estimated $226K and bringing the position to 1,647,692 shares worth $47.7M. The position accounts for 0.06% of the portfolio, ranked #258.

Truist Financial first reported a position in SCHB in Q1 2019 and has held it in 30 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Truist Financial held 1,647,692 shares of Schwab US Broad Market ETF worth $47.7M as of Q2 2026.
  • Truist Financial bought 8,070 Schwab US Broad Market ETF shares in Q2 2026, an estimated $226K.
  • Schwab US Broad Market ETF made up 0.06% of Truist Financial's portfolio in Q2 2026, its #258 holding.
  • Truist Financial first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.