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 $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return