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Financial Life Planners’s Schwab US Broad Market ETF SCHB Stock Holding History

Financial Life Planners’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 		$31K Buy
1,070
+3
+0.3% +$84 0.02% 156
2026
Q1 		$26.8K Buy
+1,067
New +$28K 0.02% 161
2025
Q4 		– Sell
-1,061
Closed -$27.3K – 275
2025
Q3 		$27.3K Buy
+1,061
New +$26.3K 0.02% 172
2025
Q1 		– Sell
-4,139
Closed -$93.9K – 315
2024
Q4 		$93.9K Buy
+4,139
New +$94.5K 0.08% 76

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

Financial Life Planners's SCHB Position: Q2 2026 in Review

Financial Life Planners increased its Schwab US Broad Market ETF (SCHB) stake by 0.28% in Q2 2026, buying an estimated $84 and bringing the position to 1,070 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #156.

Financial Life Planners first reported a position in SCHB in Q4 2024 and has held it in 4 quarters since. The position peaked at $93.9K in Q4 2024. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Financial Life Planners held 1,070 shares of Schwab US Broad Market ETF worth $31K as of Q2 2026.
  • Financial Life Planners bought 3 Schwab US Broad Market ETF shares in Q2 2026, an estimated $84.
  • Schwab US Broad Market ETF made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #156 holding.
  • Financial Life Planners first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Schwab US Broad Market ETF position peaked at $93.9K in Q4 2024.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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