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

Falcon Wealth 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 		$258K Hold
8,902
– – 0.02% 208
2026
Q1 		$223K Hold
8,902
– – 0.02% 217
2025
Q4 		$233K Hold
8,902
– – 0.02% 190
2025
Q3 		$229K Buy
+8,902
New +$220K 0.02% 175

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

Falcon Wealth Planning's SCHB Position: Q2 2026 in Review

Falcon Wealth Planning held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 8,902 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #208.

Falcon Wealth Planning first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Falcon Wealth Planning held 8,902 shares of Schwab US Broad Market ETF worth $258K as of Q2 2026.
  • Falcon Wealth Planning left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #208 holding.
  • Falcon Wealth Planning first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.