Plan A Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Plan A Wealth’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	–	Sell	-12,346	Closed	-$324K	–	188
2025 Q4	$324K	Buy	+12,346	New	+$321K	0.16%	115

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 $1.91B AUM 16.23% 1-Year Est. Return

SCM

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Plan A Wealth's SCHB Position: Q1 2026 in Review

Plan A Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 12,346 shares — an estimated $324K sold.

Plan A Wealth first reported a position in SCHB in Q4 2025 and held it in 1 quarter. The position peaked at $324K in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Plan A Wealth reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
Plan A Wealth sold 12,346 Schwab US Broad Market ETF shares in Q1 2026, an estimated $324K.
Plan A Wealth first reported a position in Schwab US Broad Market ETF in Q4 2025 and held it in 1 quarter.
Plan A Wealth's Schwab US Broad Market ETF position peaked at $324K in Q4 2025.
1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Plan A Wealth's 13F filing for Q1 2026, filed 15 May 2026.