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

Washington Trust’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
2025 Q2	–	Sell	-564	Closed	-$12.1K	–	625
2025 Q1	$12.1K	Hold	564	–	–	﹤0.01%	583
2024 Q4	$12.8K	Hold	564	–	–	﹤0.01%	643
2024 Q3	$12.5K	Hold	564	–	–	﹤0.01%	645
2024 Q2	$11.8K	Hold	564	–	–	﹤0.01%	646
2024 Q1	$11.5K	Hold	564	–	–	﹤0.01%	648
2023 Q4	$10.5K	Hold	564	–	–	﹤0.01%	630
2023 Q3	$9.37K	Hold	564	–	–	﹤0.01%	632
2023 Q2	$9.72K	Hold	564	–	–	﹤0.01%	648
2023 Q1	$9K	Hold	564	–	–	﹤0.01%	666
2022 Q4	$8.42K	Hold	564	–	–	﹤0.01%	662
2022 Q3	$8K	Hold	564	–	–	﹤0.01%	674
2022 Q2	$8K	Hold	564	–	–	﹤0.01%	675
2022 Q1	$10K	Buy	+564	New	+$9.9K	﹤0.01%	674
2020 Q2	–	Sell	-3,102	Closed	-$31K	–	975
2020 Q1	$31K	Buy	+3,102	New	+$37.5K	﹤0.01%	464
2018 Q3	–	Sell	-3,450	Closed	-$38K	–	690
2018 Q2	$38K	Buy	+3,450	New	+$37.7K	﹤0.01%	465

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return