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

Capital Planning’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
Q3 		$886K Hold
30,216
– – 0.24% 44
2026
Q2 		$875K Buy
+30,216
New +$846K 0.25% 41

Other funds holding SCHB

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Capital Planning's SCHB Position: Q3 2026 in Review

Capital Planning held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 30,216 shares worth $886K. The position accounts for 0.24% of the portfolio, ranked #44.

Capital Planning first reported a position in SCHB in Q2 2026 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Capital Planning held 30,216 shares of Schwab US Broad Market ETF worth $886K as of Q3 2026.
  • Capital Planning left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
  • Schwab US Broad Market ETF made up 0.24% of Capital Planning's portfolio in Q3 2026, its #44 holding.
  • Capital Planning first reported a position in Schwab US Broad Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.