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Trust Company of Vermont’s Schwab US Broad Market ETF SCHB Stock Holding History

Trust Company of Vermont’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 		$1.77M Buy
+61,174
New +$1.71M 0.07% 164
2025
Q4 		$2.13M Buy
81,336
+26,658
+49% +$694K 0.09% 138
2025
Q3 		$1.41M Hold
54,678
– – 0.06% 167
2025
Q2 		$1.3M Hold
54,678
– – 0.06% 170
2025
Q1 		$1.18M Hold
54,678
– – 0.06% 175
2024
Q4 		$1.24M Buy
54,678
+46,833
+597% +$1.07M 0.06% 174
2024
Q3 		$174K Buy
7,845
+210
+3% +$4.48K 0.01% 348
2024
Q2 		$160K Buy
7,635
+3,996
+110% +$81K 0.01% 341
2024
Q1 		$74.1K Buy
+3,639
New +$70.4K ﹤0.01% 434
2023
Q4 		– Sell
-165
Closed -$2.74K – 884
2023
Q3 		$2.74K Buy
+165
New +$2.86K ﹤0.01% 745
2022
Q4 		– Sell
-1,056
Closed -$15K – 963
2022
Q3 		$15K Buy
+1,056
New +$16.4K ﹤0.01% 647
2020
Q3 		– Sell
-390
Closed -$5K – 782
2020
Q2 		$5K Sell
390
-246
-39% -$2.84K ﹤0.01% 692
2020
Q1 		$6K Sell
636
-384
-38% -$4.65K ﹤0.01% 729
2019
Q4 		$13K Sell
1,020
-150
-13% -$1.84K ﹤0.01% 679
2019
Q3 		$14K Hold
1,170
– – ﹤0.01% 693
2019
Q2 		$14K Hold
1,170
– – ﹤0.01% 698
2019
Q1 		$13K Hold
1,170
– – ﹤0.01% 676
2018
Q4 		$12K Hold
1,170
– – ﹤0.01% 708
2018
Q3 		$14K Hold
1,170
– – ﹤0.01% 751
2018
Q2 		$13K Hold
1,170
– – ﹤0.01% 778
2018
Q1 		$12K Hold
1,170
– – ﹤0.01% 732
2017
Q4 		$13K Buy
+1,170
New +$12.3K ﹤0.01% 725

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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

Trust Company of Vermont's SCHB Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 61,174 shares worth $1.77M. The stake represents 0.07% of the portfolio and ranks #164 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in SCHB as recently as Q4 2025.

Trust Company of Vermont first reported a position in SCHB in Q4 2017 and has held it in 22 quarters since. The position peaked at $2.13M in Q4 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Trust Company of Vermont held 61,174 shares of Schwab US Broad Market ETF worth $1.77M as of Q2 2026.
  • Schwab US Broad Market ETF was a new Trust Company of Vermont position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.07% of Trust Company of Vermont's portfolio in Q2 2026, its #164 holding.
  • Trust Company of Vermont first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 22 quarters since.
  • Trust Company of Vermont's Schwab US Broad Market ETF position peaked at $2.13M in Q4 2025.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.