Center for Financial Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Center for Financial 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	$174	Buy	+6	New	+$168	﹤0.01%	637

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Center for Financial Planning's SCHB Position: Q2 2026 in Review

Center for Financial Planning opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 6 shares worth $174. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings.

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

Center for Financial Planning held 6 shares of Schwab US Broad Market ETF worth $174 as of Q2 2026.
Schwab US Broad Market ETF was a new Center for Financial Planning position in Q2 2026.
Schwab US Broad Market ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #637 holding.
510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.