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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
Q3 		$3.54M Buy
120,750
+1,229
+1% +$36.1K 0.87% 34
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

Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

S.E.E.D. Planning Group's SCHB Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its Schwab US Broad Market ETF (SCHB) stake by 1% in Q3 2026, buying an estimated $36.1K and bringing the position to 120,750 shares worth $3.54M. The position accounts for 0.87% of the portfolio, ranked #34.

S.E.E.D. Planning Group first reported a position in SCHB in Q4 2019 and has held it in 15 quarters since. 304 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • S.E.E.D. Planning Group held 120,750 shares of Schwab US Broad Market ETF worth $3.54M as of Q3 2026.
  • S.E.E.D. Planning Group bought 1,229 Schwab US Broad Market ETF shares in Q3 2026, an estimated $36.1K.
  • Schwab US Broad Market ETF made up 0.87% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #34 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 15 quarters since.
  • 304 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.