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

Whittier 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
2026 Q2	$221K	Buy	7,595 +3,404	+81%	+$95.3K	﹤0.01%	608
2026 Q1	$107K	Hold	4,191	–	–	﹤0.01%	697
2025 Q4	$112K	Hold	4,191	–	–	﹤0.01%	714
2025 Q3	$108K	Hold	4,191	–	–	﹤0.01%	705
2025 Q2	$99.8K	Hold	4,191	–	–	﹤0.01%	793
2025 Q1	$90.2K	Sell	4,191 -10,347	-71%	-$235K	﹤0.01%	804
2024 Q4	$330K	Hold	14,538	–	–	﹤0.01%	567
2024 Q3	$322K	Hold	14,538	–	–	﹤0.01%	581
2024 Q2	$305K	Buy	14,538 +10,347	+247%	+$210K	﹤0.01%	569
2024 Q1	$85.3K	Hold	4,191	–	–	﹤0.01%	819
2023 Q4	$77.8K	Hold	4,191	–	–	﹤0.01%	825
2023 Q3	$69.6K	Hold	4,191	–	–	﹤0.01%	846
2023 Q2	$72.2K	Hold	4,191	–	–	﹤0.01%	854
2023 Q1	$66.8K	Hold	4,191	–	–	﹤0.01%	912
2022 Q4	$62.6K	Hold	4,191	–	–	﹤0.01%	920
2022 Q3	$59K	Buy	4,191 +1,191	+40%	+$18.5K	﹤0.01%	944
2022 Q2	$44K	Hold	3,000	–	–	﹤0.01%	983
2022 Q1	$53K	Hold	3,000	–	–	﹤0.01%	961
2021 Q4	$57K	Hold	3,000	–	–	﹤0.01%	950
2021 Q3	$52K	Hold	3,000	–	–	﹤0.01%	926
2021 Q2	$52K	Hold	3,000	–	–	﹤0.01%	946
2021 Q1	$48K	Hold	3,000	–	–	﹤0.01%	946
2020 Q4	$45K	Hold	3,000	–	–	﹤0.01%	877
2020 Q3	$40K	Hold	3,000	–	–	﹤0.01%	876
2020 Q2	$37K	Hold	3,000	–	–	﹤0.01%	850
2020 Q1	$30K	Hold	3,000	–	–	﹤0.01%	905
2019 Q4	$38K	Hold	3,000	–	–	﹤0.01%	908
2019 Q3	$36K	Buy	+3,000	New	+$35.4K	﹤0.01%	901
2015 Q4	–	Sell	-1,224	Closed	-$9K	–	1227
2015 Q3	$9K	Buy	1,224 +6	+0.5%	+$49	﹤0.01%	974
2015 Q2	$10K	Buy	1,218 +6	+0.5%	+$51	﹤0.01%	1019
2015 Q1	$10K	Buy	1,212 +6	+0.5%	+$50	﹤0.01%	1019
2014 Q4	$10K	Buy	+1,206	New	+$9.77K	﹤0.01%	883

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

Whittier Trust's SCHB Position: Q2 2026 in Review

Whittier Trust increased its Schwab US Broad Market ETF (SCHB) stake by 81% in Q2 2026, buying an estimated $95.3K and bringing the position to 7,595 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Whittier Trust first reported a position in SCHB in Q4 2014 and has held it in 32 quarters since. The position peaked at $330K in Q4 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Whittier Trust held 7,595 shares of Schwab US Broad Market ETF worth $221K as of Q2 2026.
Whittier Trust bought 3,404 Schwab US Broad Market ETF shares in Q2 2026, an estimated $95.3K.
Schwab US Broad Market ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #608 holding.
Whittier Trust first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 32 quarters since.
Whittier Trust's Schwab US Broad Market ETF position peaked at $330K in Q4 2024.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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