RWP
SCHB icon

Reliant Wealth Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Reliant Wealth Planning’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 		$695K Hold
24,003
– – 0.19% 28
2026
Q1 		$602K Sell
24,003
-3,186
-12% -$83.6K 0.18% 29
2025
Q4 		$713K Hold
27,189
– – 0.22% 29
2025
Q3 		$699K Hold
27,189
– – 0.23% 29
2025
Q2 		$648K Hold
27,189
– – 0.25% 29
2025
Q1 		$585K Hold
27,189
– – 0.27% 19
2024
Q4 		$617K Sell
27,189
-21,882
-45% -$500K 0.29% 18
2024
Q3 		$1.09M Sell
49,071
-2,007
-4% -$42.9K 0.47% 9
2024
Q2 		$1.07M Buy
51,078
+23,889
+88% +$484K 0.49% 10
2024
Q1 		$553K Hold
27,189
– – 0.26% 13
2023
Q4 		$505K Hold
27,189
– – 0.25% 14
2023
Q3 		$452K Hold
27,189
– – 0.24% 14
2023
Q2 		$469K Hold
27,189
– – 0.28% 9
2023
Q1 		$434K Sell
27,189
-28,344
-51% -$443K 0.27% 12
2022
Q4 		$829K Buy
55,533
+11,355
+26% +$171K 0.5% 11
2022
Q3 		$618K Buy
44,178
+9,186
+26% +$143K 0.26% 14
2022
Q2 		$515K Buy
+34,992
New +$562K 0.22% 14

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 $103B AUM 28.65% 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

Reliant Wealth Planning's SCHB Position: Q2 2026 in Review

Reliant Wealth Planning held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 24,003 shares worth $695K. The position accounts for 0.19% of the portfolio, ranked #28.

Reliant Wealth Planning first reported a position in SCHB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.09M in Q3 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Reliant Wealth Planning held 24,003 shares of Schwab US Broad Market ETF worth $695K as of Q2 2026.
  • Reliant Wealth Planning left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.19% of Reliant Wealth Planning's portfolio in Q2 2026, its #28 holding.
  • Reliant Wealth Planning first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 17 quarters since.
  • Reliant Wealth Planning's Schwab US Broad Market ETF position peaked at $1.09M in Q3 2024.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Reliant Wealth Planning's 13F filing for Q2 2026, filed 7 Aug 2026.