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Plancorp LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Plancorp LLC’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 		$1.09M Buy
37,618
+7,752
+26% +$217K 0.03% 187
2026
Q1 		$783K Buy
29,866
+48
+0.2% +$1.26K 0.02% 178
2025
Q4 		$782K Sell
29,818
-14,434
-33% -$376K 0.02% 173
2025
Q3 		$1.14M Sell
44,252
-1,151
-3% -$28.5K 0.04% 147
2025
Q2 		$1.08M Buy
45,403
+1,182
+3% +$26K 0.04% 146
2025
Q1 		$952K Buy
44,221
+13,869
+46% +$315K 0.04% 153
2024
Q4 		$689K Buy
30,352
+49
+0.2% +$1.12K 0.03% 158
2024
Q3 		$672K Buy
30,303
+99
+0.3% +$2.11K 0.03% 161
2024
Q2 		$633K Buy
30,204
+3,231
+12% +$65.5K 0.03% 154
2024
Q1 		$549K Buy
26,973
+7,539
+39% +$146K 0.02% 167
2023
Q4 		$361K Sell
19,434
-72
-0.4% -$1.24K 0.02% 194
2023
Q3 		$324K Buy
+19,506
New +$338K 0.02% 196

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Plancorp LLC's SCHB Position: Q2 2026 in Review

Plancorp LLC increased its Schwab US Broad Market ETF (SCHB) stake by 26% in Q2 2026, buying an estimated $217K and bringing the position to 37,618 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #187.

Plancorp LLC first reported a position in SCHB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.14M in Q3 2025. 457 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Plancorp LLC held 37,618 shares of Schwab US Broad Market ETF worth $1.09M as of Q2 2026.
  • Plancorp LLC bought 7,752 Schwab US Broad Market ETF shares in Q2 2026, an estimated $217K.
  • Schwab US Broad Market ETF made up 0.03% of Plancorp LLC's portfolio in Q2 2026, its #187 holding.
  • Plancorp LLC first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 12 quarters since.
  • Plancorp LLC's Schwab US Broad Market ETF position peaked at $1.14M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.