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Game Plan Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Game Plan Financial Advisors’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
Q1 		$3.55M Buy
141,491
+96
+0.1% +$2.52K 1.6% 19
2025
Q4 		$3.71M Sell
141,395
-1,311
-0.9% -$34.1K 1.49% 22
2025
Q3 		$3.67M Sell
142,706
-6,191
-4% -$153K 1.52% 25
2025
Q2 		$3.55M Buy
148,897
+2,055
+1% +$45.3K 1.55% 27
2025
Q1 		$3.16M Sell
146,842
-1,028
-0.7% -$23.4K 1.53% 22
2024
Q4 		$3.36M Sell
147,870
-5,895
-4% -$135K 1.59% 21
2024
Q3 		$3.41M Buy
153,765
+930
+0.6% +$19.9K 1.65% 22
2024
Q2 		$3.2M Sell
152,835
-783
-0.5% -$15.9K 1.58% 21
2024
Q1 		$3.13M Sell
153,618
-8,451
-5% -$164K 1.58% 21
2023
Q4 		$3.01M Buy
+162,069
New +$2.8M 1.72% 19
2022
Q4 		$2.49M Sell
166,671
-579
-0.3% -$8.7K 2.05% 18
2022
Q3 		$2.34M Buy
167,250
+5,535
+3% +$86.1K 1.97% 17
2022
Q2 		$2.37M Sell
161,715
-1,434
-0.9% -$23K 1.9% 17
2022
Q1 		$2.9M Sell
163,149
-2,667
-2% -$46.8K 1.73% 20
2021
Q4 		$3.12M Buy
165,816
+3,540
+2% +$65.1K 1.67% 19
2021
Q3 		$2.81M Sell
162,276
-4,524
-3% -$80.5K 1.67% 19
2021
Q2 		$2.9M Sell
166,800
-10,704
-6% -$181K 1.73% 20
2021
Q1 		$2.87M Buy
177,504
+1,860
+1% +$29.3K 1.85% 18
2020
Q4 		$2.66M Sell
175,644
-17,148
-9% -$244K 1.89% 16
2020
Q3 		$2.56M Buy
+192,792
New +$2.54M 2.57% 13
2020
Q2 		– Sell
-199,176
Closed -$2M – 82
2020
Q1 		$2M Buy
199,176
+6,024
+3% +$72.9K 2.36% 11
2019
Q4 		$2.48M Buy
+193,152
New +$2.37M 2.32% 14

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Game Plan Financial Advisors's SCHB Position: Q1 2026 in Review

Game Plan Financial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.07% in Q1 2026, buying an estimated $2.52K and bringing the position to 141,491 shares worth $3.55M. The position accounts for 1.6% of the portfolio, ranked #19.

Game Plan Financial Advisors first reported a position in SCHB in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.71M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Game Plan Financial Advisors held 141,491 shares of Schwab US Broad Market ETF worth $3.55M as of Q1 2026.
  • Game Plan Financial Advisors bought 96 Schwab US Broad Market ETF shares in Q1 2026, an estimated $2.52K.
  • Schwab US Broad Market ETF made up 1.6% of Game Plan Financial Advisors's portfolio in Q1 2026, its #19 holding.
  • Game Plan Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 22 quarters since.
  • Game Plan Financial Advisors's Schwab US Broad Market ETF position peaked at $3.71M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.