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

Leading Edge 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 		$50.6M Buy
1,748,838
+107,956
+7% +$3.02M 9.02% 4
2026
Q1 		$41.2M Buy
1,640,882
+122,611
+8% +$3.22M 8.67% 4
2025
Q4 		$39.8M Buy
1,518,271
+123,860
+9% +$3.22M 9.08% 4
2025
Q3 		$35.9M Buy
1,394,411
+55,692
+4% +$1.38M 9% 4
2025
Q2 		$31.9M Buy
1,338,719
+54,855
+4% +$1.21M 8.87% 4
2025
Q1 		$27.6M Buy
1,283,864
+46,536
+4% +$1.06M 8.64% 4
2024
Q4 		$28.1M Buy
1,237,328
+48,023
+4% +$1.1M 9.22% 3
2024
Q3 		$26.4M Buy
1,189,305
+136,392
+13% +$2.91M 8.83% 4
2024
Q2 		$22.1M Buy
1,052,913
+90,789
+9% +$1.84M 8.85% 4
2024
Q1 		$19.6M Buy
962,124
+70,833
+8% +$1.37M 8.67% 4
2023
Q4 		$16.5M Buy
891,291
+414,345
+87% +$7.16M 8.58% 4
2023
Q3 		$7.93M Buy
476,946
+156,264
+49% +$2.7M 5.08% 7
2023
Q2 		$5.53M Sell
320,682
-4,632
-1% -$75.5K 3.62% 7
2023
Q1 		$5.19M Sell
325,314
-27,003
-8% -$422K 3.75% 7
2022
Q4 		$5.26M Buy
+352,317
New +$5.29M 4.55% 7

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

Leading Edge Financial Planning's SCHB Position: Q2 2026 in Review

Leading Edge Financial Planning increased its Schwab US Broad Market ETF (SCHB) stake by 6.6% in Q2 2026, buying an estimated $3.02M and bringing the position to 1,748,838 shares worth $50.6M. The position accounts for 9.02% of the portfolio, ranked #4.

Leading Edge Financial Planning first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Leading Edge Financial Planning held 1,748,838 shares of Schwab US Broad Market ETF worth $50.6M as of Q2 2026.
  • Leading Edge Financial Planning bought 107,956 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.02M.
  • Schwab US Broad Market ETF made up 9.02% of Leading Edge Financial Planning's portfolio in Q2 2026, its #4 holding.
  • Leading Edge Financial Planning first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.