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PlanVest Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

PlanVest Financial’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 		$12K Hold
414
– – 0.01% 387
2026
Q1 		$10.4K Buy
+414
New +$10.9K 0.01% 372

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R
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SCM
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UBS AM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

PlanVest Financial's SCHB Position: Q2 2026 in Review

PlanVest Financial held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 414 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #387.

PlanVest Financial first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,362 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • PlanVest Financial held 414 shares of Schwab US Broad Market ETF worth $12K as of Q2 2026.
  • PlanVest Financial left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #387 holding.
  • PlanVest Financial first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.