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

Planning Alternatives’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 		$3.97M Sell
157,971
-1,146
-0.7% -$30.1K 0.51% 18
2025
Q4 		$4.17M Sell
159,117
-2,865
-2% -$74.6K 0.53% 17
2025
Q3 		$4.16M Sell
161,982
-5,406
-3% -$134K 0.53% 17
2025
Q2 		$3.99M Buy
167,388
+19,238
+13% +$424K 0.56% 15
2025
Q1 		$3.19M Sell
148,150
-3,183
-2% -$72.4K 0.49% 17
2024
Q4 		$3.44M Sell
151,333
-22,874
-13% -$522K 0.53% 15
2024
Q3 		$3.86M Sell
174,207
-540
-0.3% -$11.5K 0.59% 14
2024
Q2 		$3.66M Sell
174,747
-300
-0.2% -$6.08K 0.59% 14
2024
Q1 		$3.56M Sell
175,047
-3,801
-2% -$73.6K 0.59% 14
2023
Q4 		$3.32M Sell
178,848
-24,846
-12% -$429K 0.58% 15
2023
Q3 		$3.38M Sell
203,694
-4,410
-2% -$76.3K 0.66% 15
2023
Q2 		$3.59M Sell
208,104
-45,462
-18% -$741K 0.66% 15
2023
Q1 		$4.04M Sell
253,566
-6,039
-2% -$94.4K 0.79% 15
2022
Q4 		$3.88M Sell
259,605
-30,648
-11% -$461K 0.71% 16
2022
Q3 		$4.06M Hold
290,253
– – 0.85% 14
2022
Q2 		$4.28M Sell
290,253
-37,425
-11% -$601K 0.81% 16
2022
Q1 		$5.83M Sell
327,678
-5,226
-2% -$91.7K 0.93% 16
2021
Q4 		$6.27M Sell
332,904
-15,654
-4% -$288K 0.97% 15
2021
Q3 		$6.03M Sell
348,558
-23,838
-6% -$424K 0.99% 15
2021
Q2 		$6.47M Sell
372,396
-40,182
-10% -$680K 1.06% 14
2021
Q1 		$6.65M Sell
412,578
-113,736
-22% -$1.79M 1.11% 14
2020
Q4 		$7.98M Sell
526,314
-67,056
-11% -$955K 1.42% 13
2020
Q3 		$7.88M Sell
593,370
-137,442
-19% -$1.81M 1.48% 13
2020
Q2 		$8.95M Sell
730,812
-473,568
-39% -$5.46M 1.81% 14
2020
Q1 		$12.1M Sell
1,204,380
-230,310
-16% -$2.79M 2.82% 11
2019
Q4 		$18.4M Sell
1,434,690
-148,428
-9% -$1.82M 3.21% 10
2019
Q3 		$18.7M Sell
1,583,118
-21,084
-1% -$249K 3.43% 10
2019
Q2 		$18.9M Sell
1,604,202
-101,538
-6% -$1.17M 3.44% 9
2019
Q1 		$19.3M Sell
1,705,740
-970,572
-36% -$10.6M 3.54% 9
2018
Q4 		$26.7M Sell
2,676,312
-999,024
-27% -$10.8M 5.58% 6
2018
Q3 		$43.1M Sell
3,675,336
-91,566
-2% -$1.06M 7.37% 4
2018
Q2 		$41.4M Sell
3,766,902
-477,114
-11% -$5.22M 7.37% 4
2018
Q1 		$45.1M Sell
4,244,016
-69,120
-2% -$759K 8.2% 4
2017
Q4 		$46.4M Sell
4,313,136
-72,618
-2% -$761K 8.28% 4
2017
Q3 		$44.5M Sell
4,385,754
-70,578
-2% -$701K 8.28% 3
2017
Q2 		$43.4M Sell
4,456,332
-98,802
-2% -$954K 8.29% 3
2017
Q1 		$43.3M Sell
4,555,134
-208,704
-4% -$1.96M 8.4% 3
2016
Q4 		$43M Sell
4,763,838
-98,208
-2% -$865K 8.88% 3
2016
Q3 		$42.4M Sell
4,862,046
-139,254
-3% -$1.21M 9.08% 3
2016
Q2 		$41.9M Sell
5,001,300
-171,186
-3% -$1.42M 9.13% 3
2016
Q1 		$42.5M Sell
5,172,486
-2,904,348
-36% -$22.6M 9.39% 3
2015
Q4 		$66M Sell
8,076,834
-363,246
-4% -$3M 15.35% 1
2015
Q3 		$65.2M Sell
8,440,080
-1,309,050
-13% -$10.8M 16.02% 1
2015
Q2 		$81.6M Sell
9,749,130
-394,788
-4% -$3.37M 17.21% 1
2015
Q1 		$85.3M Sell
10,143,918
-312,528
-3% -$2.61M 19.36% 1
2014
Q4 		$86.8M Sell
10,456,446
-199,920
-2% -$1.62M 18.64% 1
2014
Q3 		$84.5M Sell
10,656,366
-210,252
-2% -$1.68M 20.77% 1
2014
Q2 		$86.4M Sell
10,866,618
-431,094
-4% -$3.32M 21.36% 1
2014
Q1 		$86.1M Sell
11,297,712
-541,974
-5% -$4.05M 25.2% 1
2013
Q4 		$88.7M Buy
11,839,686
+429,156
+4% +$3.09M 27.04% 1
2013
Q3 		$78.1M Buy
11,410,530
+2,549,838
+29% +$17.3M 36.32% 1
2013
Q2 		$57.5M Buy
+8,860,692
New +$57.5M 32.85% 1

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 $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Planning Alternatives's SCHB Position: Q1 2026 in Review

Planning Alternatives reduced its Schwab US Broad Market ETF (SCHB) stake by 0.72% in Q1 2026, selling an estimated $30.1K and leaving 157,971 shares worth $3.97M. The position accounts for 0.51% of the portfolio, ranked #18.

Planning Alternatives first reported a position in SCHB in Q2 2013 and has held it in 52 quarters since. The position peaked at $88.7M in Q4 2013. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Planning Alternatives held 157,971 shares of Schwab US Broad Market ETF worth $3.97M as of Q1 2026.
  • Planning Alternatives sold 1,146 Schwab US Broad Market ETF shares in Q1 2026, an estimated $30.1K.
  • Schwab US Broad Market ETF made up 0.51% of Planning Alternatives's portfolio in Q1 2026, its #18 holding.
  • Planning Alternatives first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 52 quarters since.
  • Planning Alternatives's Schwab US Broad Market ETF position peaked at $88.7M in Q4 2013.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Planning Alternatives's 13F filing for Q1 2026, filed 7 May 2026.