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Planned Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Planned Solutions’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 		$3.83M Buy
132,202
+4,038
+3% +$113K 1.1% 18
2026
Q1 		$3.22M Buy
128,164
+3,586
+3% +$94.1K 1.05% 20
2025
Q4 		$3.27M Buy
124,578
+5,040
+4% +$131K 1.05% 20
2025
Q3 		$3.07M Buy
119,538
+1,542
+1% +$38.2K 1.06% 20
2025
Q2 		$2.81M Sell
117,996
-862
-0.7% -$19K 1.07% 20
2025
Q1 		$2.56M Buy
118,858
+6,961
+6% +$158K 1.04% 19
2024
Q4 		$2.54M Buy
111,897
+2,973
+3% +$67.9K 1.02% 19
2024
Q3 		$2.42M Buy
108,924
+11,694
+12% +$250K 0.97% 18
2024
Q2 		$2.04M Buy
97,230
+3,213
+3% +$65.1K 0.99% 18
2024
Q1 		$1.91M Buy
94,017
+2,961
+3% +$57.3K 0.94% 18
2023
Q4 		$1.69M Buy
91,056
+9,741
+12% +$168K 0.79% 18
2023
Q3 		$1.35M Buy
81,315
+2,307
+3% +$39.9K 0.81% 17
2023
Q2 		$1.36M Buy
79,008
+978
+1% +$15.9K 0.8% 18
2023
Q1 		$1.24M Buy
78,030
+2,805
+4% +$43.9K 0.79% 18
2022
Q4 		$1.12M Buy
75,225
+6,090
+9% +$91.5K 0.82% 22
2022
Q3 		$968K Buy
69,135
+810
+1% +$12.6K 0.81% 22
2022
Q2 		$1.01M Buy
68,325
+1,518
+2% +$24.4K 0.94% 19
2022
Q1 		$1.19M Buy
66,807
+5,343
+9% +$93.8K 0.83% 19
2021
Q4 		$1.16M Buy
+61,464
New +$1.13M 0.77% 19
2021
Q2 		$925K Buy
53,244
+4,638
+10% +$78.5K 0.64% 20
2021
Q1 		$783K Sell
48,606
-4,620
-9% -$72.8K 0.61% 20
2020
Q4 		$807K Buy
53,226
+384
+0.7% +$5.47K 0.65% 16
2020
Q3 		$701K Buy
+52,842
New +$695K 0.68% 16

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 $103B AUM 28.65% 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

Planned Solutions's SCHB Position: Q2 2026 in Review

Planned Solutions increased its Schwab US Broad Market ETF (SCHB) stake by 3.2% in Q2 2026, buying an estimated $113K and bringing the position to 132,202 shares worth $3.83M. The position accounts for 1.1% of the portfolio, ranked #18.

Planned Solutions first reported a position in SCHB in Q3 2020 and has held it in 23 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Planned Solutions held 132,202 shares of Schwab US Broad Market ETF worth $3.83M as of Q2 2026.
  • Planned Solutions bought 4,038 Schwab US Broad Market ETF shares in Q2 2026, an estimated $113K.
  • Schwab US Broad Market ETF made up 1.1% of Planned Solutions's portfolio in Q2 2026, its #18 holding.
  • Planned Solutions first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.