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

Planning Center Inc’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 		$302K Hold
10,431
– – 0.03% 64
2026
Q1 		$262K Sell
10,431
-1,453
-12% -$38.1K 0.03% 67
2025
Q4 		$312K Buy
11,884
+5
+0% +$130 0.03% 59
2025
Q3 		$305K Sell
11,879
-480
-4% -$11.9K 0.03% 60
2025
Q2 		$295K Sell
12,359
-332
-3% -$7.31K 0.03% 59
2025
Q1 		$273K Sell
12,691
-2,263
-15% -$51.5K 0.03% 56
2024
Q4 		$339K Sell
14,954
-7,126
-32% -$163K 0.04% 50
2024
Q3 		$490K Buy
22,080
+9
+0% +$192 0.06% 41
2024
Q2 		$463K Hold
22,071
– – 0.06% 41
2024
Q1 		$449K Buy
22,071
+6
+0% +$116 0.1% 38
2023
Q4 		$409K Buy
22,065
+6
+0% +$104 0.09% 39
2023
Q3 		$367K Buy
22,059
+6
+0% +$104 0.1% 42
2023
Q2 		$380K Buy
22,053
+3
+0% +$49 0.1% 44
2023
Q1 		$354K Buy
22,050
+6
+0% +$94 0.1% 42
2022
Q4 		$329K Buy
22,044
+6
+0% +$90 0.1% 47
2022
Q3 		$309K Sell
22,038
-222
-1% -$3.45K 0.24% 30
2022
Q2 		$333K Buy
22,260
+3
+0% +$48 0.26% 30
2022
Q1 		$396K Sell
22,257
-231
-1% -$4.05K 1.14% 24
2021
Q4 		$404K Buy
+22,488
New +$414K 0.32% 30

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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

Planning Center Inc's SCHB Position: Q2 2026 in Review

Planning Center Inc held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 10,431 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #64.

Planning Center Inc first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. The position peaked at $490K in Q3 2024. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Planning Center Inc held 10,431 shares of Schwab US Broad Market ETF worth $302K as of Q2 2026.
  • Planning Center Inc left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.03% of Planning Center Inc's portfolio in Q2 2026, its #64 holding.
  • Planning Center Inc first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Planning Center Inc's Schwab US Broad Market ETF position peaked at $490K in Q3 2024.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.