BFC Planning, Inc.’s Schwab US Broad Market ETF SCHB Stock Holding History

BFC Planning, Inc.’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	$3.49M	Buy	120,438 +1,425	+1%	+$39.9K	0.14%	155
2026 Q1	$2.99M	Sell	119,013 -4,709	-4%	-$124K	0.13%	156
2025 Q4	$3.25M	Buy	123,722 +140	+0.1%	+$3.64K	0.14%	146
2025 Q3	$3.18M	Buy	123,582 +8,512	+7%	+$211K	0.23%	85
2025 Q2	$2.74M	Buy	115,070 +12,420	+12%	+$274K	0.22%	93
2025 Q1	$2.21M	Sell	102,650 -1,819	-2%	-$41.4K	0.19%	98
2024 Q4	$2.37M	Buy	+104,469	New	+$2.39M	0.2%	92

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

BFC Planning, Inc.'s SCHB Position: Q2 2026 in Review

BFC Planning, Inc. increased its Schwab US Broad Market ETF (SCHB) stake by 1.2% in Q2 2026, buying an estimated $39.9K and bringing the position to 120,438 shares worth $3.49M. The position accounts for 0.14% of the portfolio, ranked #155.

BFC Planning, Inc. first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,399 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

BFC Planning, Inc. held 120,438 shares of Schwab US Broad Market ETF worth $3.49M as of Q2 2026.
BFC Planning, Inc. bought 1,425 Schwab US Broad Market ETF shares in Q2 2026, an estimated $39.9K.
Schwab US Broad Market ETF made up 0.14% of BFC Planning, Inc.'s portfolio in Q2 2026, its #155 holding.
BFC Planning, Inc. first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
1,399 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.