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

Strategic 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 		$24.4M Buy
+841,398
New +$23.6M 12.72% 1
2026
Q1 		– Sell
-939,186
Closed -$24.6M – 43
2025
Q4 		$24.6M Sell
939,186
-104,106
-10% -$2.71M 14.02% 1
2025
Q3 		$26.8M Buy
1,043,292
+60,494
+6% +$1.5M 15.54% 1
2025
Q2 		$23.4M Buy
982,798
+31,906
+3% +$703K 14.58% 1
2025
Q1 		$20.5M Buy
950,892
+2,646
+0.3% +$60.2K 14.12% 1
2024
Q4 		$21.5M Sell
948,246
-20,664
-2% -$472K 14.67% 1
2024
Q3 		$21.5M Sell
968,910
-57,582
-6% -$1.23M 14.2% 1
2024
Q2 		$21.5M Buy
1,026,492
+47,775
+5% +$968K 15.51% 1
2024
Q1 		$19.9M Sell
978,717
-38,970
-4% -$754K 14.9% 1
2023
Q4 		$18.9M Buy
1,017,687
+73,092
+8% +$1.26M 14.76% 1
2023
Q3 		$15.7M Sell
944,595
-12,081
-1% -$209K 14.46% 1
2023
Q2 		$16.5M Sell
956,676
-20,043
-2% -$327K 14.6% 1
2023
Q1 		$15.6M Buy
976,719
+19,041
+2% +$298K 14.23% 1
2022
Q4 		$14.3M Buy
957,678
+28,836
+3% +$433K 13.86% 1
2022
Q3 		$13M Buy
928,842
+777
+0.1% +$12.1K 13.54% 1
2022
Q2 		$13.7M Sell
928,065
-41,031
-4% -$659K 13.16% 1
2022
Q1 		$17.2M Sell
969,096
-118,356
-11% -$2.08M 14.34% 1
2021
Q4 		$20.5M Sell
1,087,452
-87,672
-7% -$1.61M 14.71% 1
2021
Q3 		$20.3M Sell
1,175,124
-23,904
-2% -$425K 14.89% 1
2021
Q2 		$20.8M Sell
1,199,028
-23,322
-2% -$395K 15.04% 1
2021
Q1 		$19.7M Buy
1,222,350
+146,646
+14% +$2.31M 14.69% 1
2020
Q4 		$16.3M Buy
1,075,704
+9,078
+0.9% +$129K 14.3% 1
2020
Q3 		$14.2M Sell
1,066,626
-13,956
-1% -$184K 14.73% 1
2020
Q2 		$13.2M Sell
1,080,582
-79,080
-7% -$912K 14.73% 1
2020
Q1 		$11.7M Sell
1,159,662
-196,026
-14% -$2.37M 15.47% 1
2019
Q4 		$17.4M Buy
+1,355,688
New +$16.6M 16.89% 1

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

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

Strategic Financial Planning opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 841,398 shares worth $24.4M. The stake represents 12.72% of the portfolio and ranks #1 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in SCHB as recently as Q4 2025.

Strategic Financial Planning first reported a position in SCHB in Q4 2019 and has held it in 26 quarters since. The position peaked at $26.8M in Q3 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Strategic Financial Planning held 841,398 shares of Schwab US Broad Market ETF worth $24.4M as of Q2 2026.
  • Schwab US Broad Market ETF was a new Strategic Financial Planning position in Q2 2026.
  • Schwab US Broad Market ETF made up 12.72% of Strategic Financial Planning's portfolio in Q2 2026, its #1 holding.
  • Strategic Financial Planning first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Planning's Schwab US Broad Market ETF position peaked at $26.8M in Q3 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.