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Abacus Planning Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Abacus Planning Group’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 		$1.83M Buy
63,235
+19
+0% +$532 0.23% 60
2026
Q1 		$1.59M Sell
63,216
-22,079
-26% -$579K 0.21% 63
2025
Q4 		$2.24M Sell
85,295
-1,134
-1% -$29.5K 0.3% 44
2025
Q3 		$2.22M Sell
86,429
-977
-1% -$24.2K 0.31% 43
2025
Q2 		$2.08M Buy
87,406
+47,461
+119% +$1.05M 0.31% 46
2025
Q1 		$860K Buy
39,945
+8,272
+26% +$188K 0.15% 84
2024
Q4 		$719K Buy
31,673
+563
+2% +$12.9K 0.13% 89
2024
Q3 		$690K Buy
31,110
+51
+0.2% +$1.09K 0.12% 92
2024
Q2 		$651K Sell
31,059
-738
-2% -$15K 0.13% 93
2024
Q1 		$647K Buy
31,797
+3,381
+12% +$65.4K 0.13% 93
2023
Q4 		$527K Buy
28,416
+525
+2% +$9.07K 0.11% 102
2023
Q3 		$463K Buy
27,891
+633
+2% +$11K 0.11% 105
2023
Q2 		$470K Buy
27,258
+24
+0.1% +$391 0.11% 108
2023
Q1 		$434K Buy
27,234
+4,023
+17% +$62.9K 0.11% 108
2022
Q4 		$347K Buy
+23,211
New +$349K 0.09% 123

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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

Abacus Planning Group's SCHB Position: Q2 2026 in Review

Abacus Planning Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.03% in Q2 2026, buying an estimated $532 and bringing the position to 63,235 shares worth $1.83M. The position accounts for 0.23% of the portfolio, ranked #60.

Abacus Planning Group first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.24M in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Abacus Planning Group held 63,235 shares of Schwab US Broad Market ETF worth $1.83M as of Q2 2026.
  • Abacus Planning Group bought 19 Schwab US Broad Market ETF shares in Q2 2026, an estimated $532.
  • Schwab US Broad Market ETF made up 0.23% of Abacus Planning Group's portfolio in Q2 2026, its #60 holding.
  • Abacus Planning Group first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Abacus Planning Group's Schwab US Broad Market ETF position peaked at $2.24M in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.