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

Elser 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 		$3.03M Hold
104,795
– – 0.13% 30
2026
Q1 		$2.63M Sell
104,795
-552
-0.5% -$14.5K 0.13% 30
2025
Q4 		$2.76M Hold
105,347
– – 2% 10
2025
Q3 		$2.72M Sell
105,347
-2,978
-3% -$73.7K 3.28% 9
2025
Q2 		$2.58M Buy
108,325
+3,698
+4% +$81.5K 3.22% 10
2025
Q1 		$2.25M Sell
104,627
-270
-0.3% -$6.14K 3.12% 8
2024
Q4 		$2.38M Sell
104,897
-7,114
-6% -$162K 0.14% 27
2024
Q3 		$2.48M Sell
112,011
-5,670
-5% -$121K 3.6% 7
2024
Q2 		$2.47M Buy
+117,681
New +$2.38M 0.41% 24

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 $103B AUM 28.65% 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

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

Elser Financial Planning held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 104,795 shares worth $3.03M. The position accounts for 0.13% of the portfolio, ranked #30.

Elser Financial Planning first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Elser Financial Planning held 104,795 shares of Schwab US Broad Market ETF worth $3.03M as of Q2 2026.
  • Elser Financial Planning left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.13% of Elser Financial Planning's portfolio in Q2 2026, its #30 holding.
  • Elser Financial Planning first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.