APP
SCHB icon

Avantax Planning Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Avantax Planning Partners’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 		$1.34M Sell
46,431
-4,885
-10% -$137K 0.03% 178
2026
Q1 		$1.29M Sell
51,316
-2,224
-4% -$58.4K 0.04% 171
2025
Q4 		$1.4M Sell
53,540
-472
-0.9% -$12.3K 0.04% 163
2025
Q3 		$1.39M Sell
54,012
-5,075
-9% -$126K 0.04% 167
2025
Q2 		$1.41M Sell
59,087
-44
-0.1% -$969 0.04% 160
2025
Q1 		$1.27M Sell
59,131
-2,286
-4% -$52K 0.05% 165
2024
Q4 		$1.39M Sell
61,417
-1,520
-2% -$34.7K 0.05% 149
2024
Q3 		$1.4M Sell
62,937
-3,411
-5% -$72.8K 0.05% 156
2024
Q2 		$1.39M Sell
66,348
-16,062
-19% -$325K 0.04% 174
2024
Q1 		$1.68M Buy
82,410
+49,593
+151% +$960K 0.05% 163
2023
Q4 		$609K Buy
32,817
+3,153
+11% +$54.5K 0.02% 218
2023
Q3 		$493K Buy
29,664
+138
+0.5% +$2.39K 0.02% 227
2023
Q2 		$509K Buy
29,526
+111
+0.4% +$1.81K 0.02% 234
2023
Q1 		$469K Sell
29,415
-783
-3% -$12.2K 0.02% 237
2022
Q4 		$451K Sell
30,198
-1,578
-5% -$23.7K 0.02% 240
2022
Q3 		$445K Sell
31,776
-2,667
-8% -$41.5K 0.02% 230
2022
Q2 		$507K Sell
34,443
-5,982
-15% -$96K 0.02% 215
2022
Q1 		$719K Buy
40,425
+10,479
+35% +$184K 0.03% 195
2021
Q4 		$564K Buy
29,946
+2,868
+11% +$52.8K 0.02% 204
2021
Q3 		$469K Hold
27,078
– – 0.02% 207
2021
Q2 		$471K Buy
27,078
+246
+0.9% +$4.16K 0.02% 206
2021
Q1 		$432K Buy
26,832
+258
+1% +$4.07K 0.02% 204
2020
Q4 		$403K Sell
26,574
-264
-1% -$3.76K 0.02% 201
2020
Q3 		$356K Sell
26,838
-2,256
-8% -$29.7K 0.02% 212
2020
Q2 		$356K Buy
29,094
+12
+0% +$138 0.02% 200
2020
Q1 		$293K Buy
29,082
+702
+2% +$8.49K 0.02% 204
2019
Q4 		$364K Buy
28,380
+4,788
+20% +$58.8K 0.02% 205
2019
Q3 		$279K Buy
23,592
+1,260
+6% +$14.9K 0.02% 247
2019
Q2 		$265K Buy
22,332
+138
+0.6% +$1.59K 0.02% 251
2019
Q1 		$252K Buy
22,194
+72
+0.3% +$786 0.02% 253
2018
Q4 		$221K Buy
22,122
+330
+2% +$3.57K 0.02% 241
2018
Q3 		$256K Sell
21,792
-2,796
-11% -$32.2K 0.02% 210
2018
Q2 		$270K Sell
24,588
-7,698
-24% -$84.2K 0.02% 196
2018
Q1 		$343K Buy
32,286
+8,112
+34% +$89.1K 0.03% 211
2017
Q4 		$260K Buy
24,174
+174
+0.7% +$1.82K 0.02% 248
2017
Q3 		$244K Buy
24,000
+216
+0.9% +$2.14K 0.02% 325
2017
Q2 		$232K Buy
23,784
+630
+3% +$6.08K 0.02% 305
2017
Q1 		$220K Sell
23,154
-45,426
-66% -$426K 0.02% 303
2016
Q4 		$619K Buy
+68,580
New +$604K 0.07% 141

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 $104B AUM 28.3% 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

Avantax Planning Partners's SCHB Position: Q2 2026 in Review

Avantax Planning Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 9.5% in Q2 2026, selling an estimated $137K and leaving 46,431 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #178.

Avantax Planning Partners first reported a position in SCHB in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.68M in Q1 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Avantax Planning Partners held 46,431 shares of Schwab US Broad Market ETF worth $1.34M as of Q2 2026.
  • Avantax Planning Partners sold 4,885 Schwab US Broad Market ETF shares in Q2 2026, an estimated $137K.
  • Schwab US Broad Market ETF made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #178 holding.
  • Avantax Planning Partners first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Schwab US Broad Market ETF position peaked at $1.68M in Q1 2024.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.