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

Comprehensive 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 		$3.71K Hold
128
– – ﹤0.01% 335
2026
Q1 		$3.22K Hold
128
– – ﹤0.01% 321
2025
Q4 		$3.36K Hold
128
– – ﹤0.01% 332
2025
Q3 		$3.3K Hold
128
– – ﹤0.01% 291
2025
Q2 		$3.06K Hold
128
– – ﹤0.01% 280
2025
Q1 		$2.76K Hold
128
– – ﹤0.01% 277
2024
Q4 		$2.91K Buy
+128
New +$2.92K ﹤0.01% 302

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

Comprehensive Financial Planning's SCHB Position: Q2 2026 in Review

Comprehensive Financial Planning held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 128 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Comprehensive Financial Planning first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Comprehensive Financial Planning held 128 shares of Schwab US Broad Market ETF worth $3.71K as of Q2 2026.
  • Comprehensive Financial Planning left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #335 holding.
  • Comprehensive Financial Planning first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.