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Plante Moran Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Plante Moran Financial Advisors’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 		$487K Buy
16,805
+2,572
+18% +$72K 0.02% 95
2026
Q1 		$357K Buy
14,233
+35
+0.2% +$918 0.02% 112
2025
Q4 		$372K Buy
14,198
+40
+0.3% +$1.04K 0.02% 115
2025
Q3 		$364K Buy
14,158
+37
+0.3% +$916 0.02% 115
2025
Q2 		$337K Buy
14,121
+37
+0.3% +$815 0.02% 112
2025
Q1 		$303K Buy
14,084
+3,857
+38% +$87.7K 0.03% 119
2024
Q4 		$232K Buy
10,227
+33
+0.3% +$754 0.02% 159
2024
Q3 		$226K Hold
10,194
– – 0.02% 168
2024
Q2 		$214K Sell
10,194
-471
-4% -$9.54K 0.02% 168
2024
Q1 		$217K Sell
10,665
-522
-5% -$10.1K 0.02% 164
2023
Q4 		$208K Sell
11,187
-2,115
-16% -$36.5K 0.02% 162
2023
Q3 		$221K Hold
13,302
– – 0.03% 136
2023
Q2 		$229K Sell
13,302
-1,260
-9% -$20.5K 0.03% 135
2023
Q1 		$232K Sell
14,562
-1,275
-8% -$19.9K 0.03% 129
2022
Q4 		$237K Buy
15,837
+351
+2% +$5.28K 0.03% 138
2022
Q3 		$217K Buy
15,486
+1,041
+7% +$16.2K 0.04% 139
2022
Q2 		$213K Buy
14,445
+39
+0.3% +$626 0.04% 142
2022
Q1 		$256K Sell
14,406
-1,122
-7% -$19.7K 0.05% 135
2021
Q4 		$292K Sell
15,528
-10,164
-40% -$187K 0.05% 140
2021
Q3 		$445K Buy
25,692
+9,936
+63% +$177K 0.1% 100
2021
Q2 		$274K Buy
15,756
+2,934
+23% +$49.7K 0.07% 142
2021
Q1 		$207K Sell
12,822
-3,534
-22% -$55.7K 0.06% 167
2020
Q4 		$248K Sell
16,356
-156,480
-91% -$2.23M 0.08% 141
2020
Q3 		$2.29M Sell
172,836
-36,324
-17% -$478K 0.81% 17
2020
Q2 		$2.56M Buy
209,160
+8,526
+4% +$98.3K 1.02% 13
2020
Q1 		$2.02M Sell
200,634
-38,610
-16% -$467K 0.92% 15
2019
Q4 		$3.07M Sell
239,244
-89,484
-27% -$1.1M 1.07% 13
2019
Q3 		$3.89M Buy
328,728
+323,394
+6,063% +$3.82M 1.13% 13
2019
Q2 		$63K Sell
5,334
-12
-0.2% -$139 0.02% 291
2019
Q1 		$61K Hold
5,346
– – 0.02% 294
2018
Q4 		$53K Buy
5,346
+1,956
+58% +$21.1K 0.02% 278
2018
Q3 		$40K Buy
3,390
+12
+0.4% +$138 0.01% 344
2018
Q2 		$37K Hold
3,378
– – 0.02% 391
2018
Q1 		$36K Buy
3,378
+24
+0.7% +$264 0.02% 413
2017
Q4 		$36K Buy
+3,354
New +$35.2K 0.02% 409

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 $104B AUM 28.3% 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

Plante Moran Financial Advisors's SCHB Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 18% in Q2 2026, buying an estimated $72K and bringing the position to 16,805 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #95.

Plante Moran Financial Advisors first reported a position in SCHB in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.89M in Q3 2019. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Plante Moran Financial Advisors held 16,805 shares of Schwab US Broad Market ETF worth $487K as of Q2 2026.
  • Plante Moran Financial Advisors bought 2,572 Schwab US Broad Market ETF shares in Q2 2026, an estimated $72K.
  • Schwab US Broad Market ETF made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Plante Moran Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 35 quarters since.
  • Plante Moran Financial Advisors's Schwab US Broad Market ETF position peaked at $3.89M in Q3 2019.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.