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

WhitTier Trust Company’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 		$259K Sell
8,960
-2,078
-19% -$58.2K ﹤0.01% 481
2026
Q1 		$281K Sell
11,038
-399
-3% -$10.5K 0.01% 451
2025
Q4 		$305K Hold
11,437
– – 0.01% 428
2025
Q3 		$296K Hold
11,437
– – 0.01% 425
2025
Q2 		$272K Sell
11,437
-3,920
-26% -$86.3K 0.01% 481
2025
Q1 		$330K Hold
15,357
– – 0.01% 446
2024
Q4 		$349K Hold
15,357
– – 0.01% 420
2024
Q3 		$341K Hold
15,357
– – 0.01% 403
2024
Q2 		$322K Hold
15,357
– – 0.01% 399
2024
Q1 		$312K Hold
15,357
– – 0.01% 399
2023
Q4 		$285K Hold
15,357
– – 0.01% 408
2023
Q3 		$255K Buy
15,357
+3
+0% +$52 0.01% 419
2023
Q2 		$265K Hold
15,354
– – 0.01% 424
2023
Q1 		$245K Hold
15,354
– – 0.01% 430
2022
Q4 		$229K Hold
15,354
– – 0.01% 446
2022
Q3 		$215K Hold
15,354
– – 0.01% 458
2022
Q2 		$226K Hold
15,354
– – 0.01% 445
2022
Q1 		$273K Hold
15,354
– – 0.01% 427
2021
Q4 		$289K Hold
15,354
– – 0.01% 419
2021
Q3 		$266K Hold
15,354
– – 0.01% 421
2021
Q2 		$267K Hold
15,354
– – 0.01% 416
2021
Q1 		$247K Hold
15,354
– – 0.01% 420
2020
Q4 		$233K Hold
15,354
– – 0.01% 410
2020
Q3 		$204K Hold
15,354
– – 0.01% 421
2020
Q2 		$188K Hold
15,354
– – 0.01% 407
2020
Q1 		$155K Hold
15,354
– – 0.01% 415
2019
Q4 		$197K Buy
+15,354
New +$188K 0.01% 398

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Betterment LLC
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R
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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
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

WhitTier Trust Company's SCHB Position: Q2 2026 in Review

WhitTier Trust Company reduced its Schwab US Broad Market ETF (SCHB) stake by 19% in Q2 2026, selling an estimated $58.2K and leaving 8,960 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

WhitTier Trust Company first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. The position peaked at $349K in Q4 2024. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • WhitTier Trust Company held 8,960 shares of Schwab US Broad Market ETF worth $259K as of Q2 2026.
  • WhitTier Trust Company sold 2,078 Schwab US Broad Market ETF shares in Q2 2026, an estimated $58.2K.
  • Schwab US Broad Market ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #481 holding.
  • WhitTier Trust Company first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • WhitTier Trust Company's Schwab US Broad Market ETF position peaked at $349K in Q4 2024.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.