OFP
SCHB icon

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

OLIO 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 		$718K Hold
24,779
– – 0.18% 30
2026
Q1 		$622K Hold
24,779
– – 0.17% 32
2025
Q4 		$650K Sell
24,779
-2
-0% -$52 0.18% 32
2025
Q3 		$637K Sell
24,781
-1
-0% -$25 0.19% 32
2025
Q2 		$591K Sell
24,782
-1
-0% -$22 0.19% 35
2025
Q1 		$534K Sell
24,783
-893
-3% -$20.3K 0.18% 34
2024
Q4 		$583K Sell
25,676
-3,943
-13% -$90.1K 0.2% 32
2024
Q3 		$552K Buy
29,619
+372
+1% +$7.94K 0.23% 32
2024
Q2 		$545K Sell
29,247
-372
-1% -$7.54K 0.23% 33
2024
Q1 		$552K Hold
29,619
– – 0.23% 32
2023
Q4 		$552K Hold
29,619
– – 0.23% 32
2023
Q3 		$492K Buy
29,619
+375
+1% +$6.49K 0.23% 33
2023
Q2 		$504K Buy
+29,244
New +$477K 0.24% 31

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

OLIO Financial Planning's SCHB Position: Q2 2026 in Review

OLIO Financial Planning held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 24,779 shares worth $718K. The position accounts for 0.18% of the portfolio, ranked #30.

OLIO Financial Planning first reported a position in SCHB in Q2 2023 and has held it in 13 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • OLIO Financial Planning held 24,779 shares of Schwab US Broad Market ETF worth $718K as of Q2 2026.
  • OLIO Financial Planning left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.18% of OLIO Financial Planning's portfolio in Q2 2026, its #30 holding.
  • OLIO Financial Planning first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.