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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 $52B AUM 24.53% 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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Washington Trust's SCHB Position: Q2 2025 in Review

Washington Trust sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 564 shares — an estimated $12.1K sold.

Washington Trust first reported a position in SCHB in Q2 2018 and held it in 15 quarters. The position peaked at $38K in Q2 2018. 1,212 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Washington Trust reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 564 Schwab US Broad Market ETF shares in Q2 2025, an estimated $12.1K.
  • Washington Trust first reported a position in Schwab US Broad Market ETF in Q2 2018 and held it in 15 quarters.
  • Washington Trust's Schwab US Broad Market ETF position peaked at $38K in Q2 2018.
  • 1,212 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.