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

Sterling Financial 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 		$282K Buy
9,752
+25
+0.3% +$700 0.08% 104
2026
Q1 		$244K Buy
9,727
+28
+0.3% +$735 0.07% 108
2025
Q4 		$254K Buy
9,699
+30
+0.3% +$781 0.08% 104
2025
Q3 		$249K Buy
9,669
+28
+0.3% +$693 0.08% 105
2025
Q2 		$230K Buy
9,641
+28
+0.3% +$617 0.08% 107
2025
Q1 		$207K Buy
9,613
+30
+0.3% +$682 0.08% 107
2024
Q4 		$218K Buy
9,583
+34
+0.4% +$777 0.08% 103
2024
Q3 		$212K Buy
+9,549
New +$204K 0.08% 107
2022
Q1 		– Sell
-10,728
Closed -$202K – 100
2021
Q4 		$202K Buy
10,728
+42
+0.4% +$773 0.13% 94
2021
Q3 		$185K Buy
10,686
+30
+0.3% +$534 0.12% 91
2021
Q2 		$185K Buy
10,656
+36
+0.3% +$609 0.12% 90
2021
Q1 		$171K Buy
10,620
+30
+0.3% +$473 0.12% 85
2020
Q4 		$161K Buy
+10,590
New +$151K 0.13% 82

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

Sterling Financial Planning's SCHB Position: Q2 2026 in Review

Sterling Financial Planning increased its Schwab US Broad Market ETF (SCHB) stake by 0.26% in Q2 2026, buying an estimated $700 and bringing the position to 9,752 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #104.

Sterling Financial Planning first reported a position in SCHB in Q4 2020 and has held it in 13 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sterling Financial Planning held 9,752 shares of Schwab US Broad Market ETF worth $282K as of Q2 2026.
  • Sterling Financial Planning bought 25 Schwab US Broad Market ETF shares in Q2 2026, an estimated $700.
  • Schwab US Broad Market ETF made up 0.08% of Sterling Financial Planning's portfolio in Q2 2026, its #104 holding.
  • Sterling Financial Planning first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 13 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.