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Zions Bancorporation, National Association’s Schwab US Broad Market ETF SCHB Stock Holding History

Zions Bancorporation, National Association’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 		$2.14M Sell
73,728
-4,272
-5% -$120K 0.13% 99
2026
Q1 		$1.96M Buy
+78,000
New +$2.05M 0.13% 106

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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

Zions Bancorporation, National Association's SCHB Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Schwab US Broad Market ETF (SCHB) stake by 5.5% in Q2 2026, selling an estimated $120K and leaving 73,728 shares worth $2.14M. The position accounts for 0.13% of the portfolio, ranked #99.

Zions Bancorporation, National Association first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Zions Bancorporation, National Association held 73,728 shares of Schwab US Broad Market ETF worth $2.14M as of Q2 2026.
  • Zions Bancorporation, National Association sold 4,272 Schwab US Broad Market ETF shares in Q2 2026, an estimated $120K.
  • Schwab US Broad Market ETF made up 0.13% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #99 holding.
  • Zions Bancorporation, National Association first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.