Summit Wealth & Retirement Planning
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Summit Wealth & Retirement Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Summit Wealth & Retirement 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
Q3 		$6.62M Sell
225,816
-1,685
-0.7% -$49.4K 1.34% 16
2026
Q2 		$6.59M Sell
227,501
-12,718
-5% -$356K 1.4% 16
2026
Q1 		$6.03M Sell
240,219
-456
-0.2% -$12K 1.44% 15
2025
Q4 		$6.31M Buy
240,675
+5
+0% +$130 1.49% 14
2025
Q3 		$6.19M Buy
240,670
+693
+0.3% +$17.2K 1.52% 14
2025
Q2 		$5.72M Sell
239,977
-693
-0.3% -$15.3K 1.54% 14
2025
Q1 		$5.18M Buy
240,670
+3,023
+1% +$68.8K 1.59% 15
2024
Q4 		$5.39M Buy
237,647
+1,637
+0.7% +$37.4K 1.67% 15
2024
Q3 		$5.23M Buy
236,010
+1,182
+0.5% +$25.2K 1.67% 16
2024
Q2 		$4.92M Hold
234,828
– – 1.68% 15
2024
Q1 		$4.78M Sell
234,828
-1,389
-0.6% -$26.9K 1.7% 15
2023
Q4 		$4.38M Buy
236,217
+465
+0.2% +$8.03K 1.85% 15
2023
Q3 		$3.92M Buy
235,752
+423
+0.2% +$7.32K 1.58% 18
2023
Q2 		$4.06M Buy
235,329
+405
+0.2% +$6.6K 1.6% 17
2023
Q1 		$3.75M Buy
234,924
+1,311
+0.6% +$20.5K 1.4% 19
2022
Q4 		$3.49M Buy
233,613
+3,522
+2% +$52.9K 1.42% 19
2022
Q3 		$3.22M Sell
230,091
-8,211
-3% -$128K 1.28% 21
2022
Q2 		$3.51M Buy
238,302
+474
+0.2% +$7.61K 1.35% 20
2022
Q1 		$4.23M Buy
237,828
+324
+0.1% +$5.69K 1.5% 17
2021
Q4 		$4.47M Buy
237,504
+456
+0.2% +$8.39K 1.53% 16
2021
Q3 		$4.1M Buy
237,048
+378
+0.2% +$6.72K 1.5% 18
2021
Q2 		$4.11M Buy
236,670
+348
+0.1% +$5.89K 1.52% 18
2021
Q1 		$3.81M Buy
236,322
+426
+0.2% +$6.72K 1.42% 19
2020
Q4 		$3.58M Buy
235,896
+71,106
+43% +$1.01M 1.36% 19
2020
Q3 		$2.19M Buy
164,790
+234
+0.1% +$3.08K 0.94% 27
2020
Q2 		$2.02M Buy
164,556
+288
+0.2% +$3.32K 0.95% 29
2020
Q1 		$1.65M Sell
164,268
-468
-0.3% -$5.66K 0.88% 32
2019
Q4 		$2.11M Buy
164,736
+390
+0.2% +$4.78K 0.94% 25
2019
Q3 		$1.94M Sell
164,346
-79,218
-33% -$936K 1.18% 17
2019
Q2 		$2.86M Sell
243,564
-1,686
-0.7% -$19.5K 1.67% 11
2019
Q1 		$2.78M Sell
245,250
-7,038
-3% -$76.8K 1.65% 10
2018
Q4 		$2.52M Buy
+252,288
New +$2.73M 1.91% 9

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
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
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Summit Wealth & Retirement Planning's SCHB Position: Q3 2026 in Review

Summit Wealth & Retirement Planning reduced its Schwab US Broad Market ETF (SCHB) stake by 0.74% in Q3 2026, selling an estimated $49.4K and leaving 225,816 shares worth $6.62M. The position accounts for 1.34% of the portfolio, ranked #16.

Summit Wealth & Retirement Planning first reported a position in SCHB in Q4 2018 and has held it in 32 quarters since. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Summit Wealth & Retirement Planning held 225,816 shares of Schwab US Broad Market ETF worth $6.62M as of Q3 2026.
  • Summit Wealth & Retirement Planning sold 1,685 Schwab US Broad Market ETF shares in Q3 2026, an estimated $49.4K.
  • Schwab US Broad Market ETF made up 1.34% of Summit Wealth & Retirement Planning's portfolio in Q3 2026, its #16 holding.
  • Summit Wealth & Retirement Planning first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 32 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2026, filed 12 Nov 2026.