Wilmington Savings Fund Society’s Schwab US Broad Market ETF SCHB Stock Holding History

Wilmington Savings Fund Society’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	$62.6K	Hold	2,160	–	–	﹤0.01%	846
2026 Q1	$54.2K	Hold	2,160	–	–	﹤0.01%	860
2025 Q4	$56.7K	Hold	2,160	–	–	﹤0.01%	865
2025 Q3	$55.5K	Sell	2,160 -7,591	-78%	-$188K	﹤0.01%	873
2025 Q2	$232K	Sell	9,751 -21,971	-69%	-$484K	﹤0.01%	771
2025 Q1	$683K	Hold	31,722	–	–	0.01%	505
2024 Q4	$720K	Hold	31,722	–	–	0.01%	489
2024 Q3	$703K	Buy	+31,722	New	+$677K	0.01%	489

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 $103B AUM 28.65% 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

Wilmington Savings Fund Society's SCHB Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 2,160 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Wilmington Savings Fund Society first reported a position in SCHB in Q3 2024 and has held it in 8 quarters since. The position peaked at $720K in Q4 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Wilmington Savings Fund Society held 2,160 shares of Schwab US Broad Market ETF worth $62.6K as of Q2 2026.
Wilmington Savings Fund Society left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #846 holding.
Wilmington Savings Fund Society first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Schwab US Broad Market ETF position peaked at $720K in Q4 2024.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.