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

Planning Project 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
2025
Q4 		$9.6K Buy
+366
New +$9.53K ﹤0.01% 104

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Planning Project LLC's SCHB Position: Q4 2025 in Review

Planning Project LLC opened a new position in Schwab US Broad Market ETF (SCHB) in Q4 2025: 366 shares worth $9.6K. The stake represents ﹤0.01% of the portfolio and ranks #104 among its holdings.

1,316 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Planning Project LLC held 366 shares of Schwab US Broad Market ETF worth $9.6K as of Q4 2025.
  • Schwab US Broad Market ETF was a new Planning Project LLC position in Q4 2025.
  • Schwab US Broad Market ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #104 holding.
  • 1,316 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.