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S.E.E.D. Planning Group’s Schwab US Broad Market ETF SCHB Stock Holding History

S.E.E.D. Planning Group’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 		$3.46M Buy
+119,521
New +$3.35M 0.91% 35
2023
Q1 		– Sell
-124,884
Closed -$1.87M – 90
2022
Q4 		$1.87M Sell
124,884
-2,271
-2% -$34.1K 0.81% 36
2022
Q3 		$1.78M Buy
127,155
+11,166
+10% +$174K 0.83% 36
2022
Q2 		$1.71M Buy
115,989
+12,489
+12% +$200K 0.77% 36
2022
Q1 		$1.84M Buy
103,500
+498
+0.5% +$8.74K 0.79% 39
2021
Q4 		$1.94M Buy
103,002
+492
+0.5% +$9.05K 0.84% 39
2021
Q3 		$1.77M Sell
102,510
-5,910
-5% -$105K 0.84% 38
2021
Q2 		$1.88M Sell
108,420
-13,374
-11% -$226K 0.93% 33
2021
Q1 		$1.96M Buy
121,794
+732
+0.6% +$11.5K 1.08% 32
2020
Q4 		$1.84M Sell
121,062
-3,762
-3% -$53.6K 1.1% 34
2020
Q3 		$1.66M Sell
124,824
-8,622
-6% -$113K 1.21% 33
2020
Q2 		$1.63M Buy
133,446
+12,582
+10% +$145K 1.28% 33
2020
Q1 		$1.22M Buy
120,864
+6,906
+6% +$83.6K 1.18% 32
2019
Q4 		$1.46M Buy
+113,958
New +$1.4M 1.27% 29

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

S.E.E.D. Planning Group's SCHB Position: Q2 2026 in Review

S.E.E.D. Planning Group opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 119,521 shares worth $3.46M. The stake represents 0.91% of the portfolio and ranks #35 among its holdings. This is a return to the name: S.E.E.D. Planning Group previously reported a position in SCHB as recently as Q4 2022.

S.E.E.D. Planning Group first reported a position in SCHB in Q4 2019 and has held it in 14 quarters since. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • S.E.E.D. Planning Group held 119,521 shares of Schwab US Broad Market ETF worth $3.46M as of Q2 2026.
  • Schwab US Broad Market ETF was a new S.E.E.D. Planning Group position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.91% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #35 holding.
  • S.E.E.D. Planning Group first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 14 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.