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

PDS 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
Q1 		$1.36M Buy
54,220
+99
+0.2% +$2.6K 0.09% 107
2025
Q4 		$1.42M Sell
54,121
-1,506
-3% -$39.2K 0.09% 98
2025
Q3 		$1.43M Buy
55,627
+37
+0.1% +$916 0.1% 92
2025
Q2 		$1.32M Sell
55,590
-154
-0.3% -$3.39K 0.1% 93
2025
Q1 		$1.2M Sell
55,744
-2,716
-5% -$61.8K 0.1% 90
2024
Q4 		$1.33M Sell
58,460
-2,152
-4% -$49.2K 0.12% 80
2024
Q3 		$1.34M Buy
60,612
+44,739
+282% +$955K 0.12% 79
2024
Q2 		$333K Hold
15,873
– – 0.03% 239
2024
Q1 		$323K Buy
15,873
+42
+0.3% +$813 0.03% 239
2023
Q4 		$294K Buy
15,831
+9
+0.1% +$155 0.03% 238
2023
Q3 		$263K Buy
15,822
+1,368
+9% +$23.7K 0.03% 233
2023
Q2 		$249K Sell
14,454
-4,113
-22% -$67K 0.03% 250
2023
Q1 		$296K Buy
18,567
+6
+0% +$94 0.04% 197
2022
Q4 		$277K Sell
18,561
-627
-3% -$9.42K 0.04% 152
2022
Q3 		$269K Buy
19,188
+9
+0% +$140 0.05% 146
2022
Q2 		$282K Buy
19,179
+4,299
+29% +$69K 0.05% 151
2022
Q1 		$265K Buy
14,880
+6
+0% +$105 0.05% 163
2021
Q4 		$280K Sell
14,874
-114
-0.8% -$2.1K 0.05% 148
2021
Q3 		$259K Buy
14,988
+12
+0.1% +$213 0.06% 147
2021
Q2 		$260K Buy
14,976
+6
+0% +$102 0.06% 144
2021
Q1 		$241K Buy
14,970
+6
+0% +$95 0.07% 136
2020
Q4 		$227K Buy
+14,964
New +$213K 0.08% 134
2020
Q2 		– Sell
-42,864
Closed -$432K – 135
2020
Q1 		$432K Buy
+42,864
New +$519K 0.28% 49

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

PDS Planning's SCHB Position: Q1 2026 in Review

PDS Planning increased its Schwab US Broad Market ETF (SCHB) stake by 0.18% in Q1 2026, buying an estimated $2.6K and bringing the position to 54,220 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #107.

PDS Planning first reported a position in SCHB in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.43M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • PDS Planning held 54,220 shares of Schwab US Broad Market ETF worth $1.36M as of Q1 2026.
  • PDS Planning bought 99 Schwab US Broad Market ETF shares in Q1 2026, an estimated $2.6K.
  • Schwab US Broad Market ETF made up 0.09% of PDS Planning's portfolio in Q1 2026, its #107 holding.
  • PDS Planning first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 23 quarters since.
  • PDS Planning's Schwab US Broad Market ETF position peaked at $1.43M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.