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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
Q2 		$875K Buy
+30,216
New +$846K 0.25% 41

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Capital Planning's SCHB Position: Q2 2026 in Review

Capital Planning opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 30,216 shares worth $875K. The stake represents 0.25% of the portfolio and ranks #41 among its holdings.

510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Capital Planning held 30,216 shares of Schwab US Broad Market ETF worth $875K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Capital Planning position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.25% of Capital Planning's portfolio in Q2 2026, its #41 holding.
  • 510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.