Trust Point Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Trust Point Inc’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	$549K	Buy	+18,962	New	+$531K	0.05%	207

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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 Point Inc's SCHB Position: Q2 2026 in Review

Trust Point Inc opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 18,962 shares worth $549K. The stake represents 0.05% of the portfolio and ranks #207 among its holdings.

1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Trust Point Inc held 18,962 shares of Schwab US Broad Market ETF worth $549K as of Q2 2026.
Schwab US Broad Market ETF was a new Trust Point Inc position in Q2 2026.
Schwab US Broad Market ETF made up 0.05% of Trust Point Inc's portfolio in Q2 2026, its #207 holding.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.