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

United Financial 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 		$11K Sell
378
-553
-59% -$15.5K 0.01% 238
2026
Q1 		$23.4K Buy
931
+552
+146% +$14.5K 0.01% 124
2025
Q4 		$9.95K Buy
379
+1
+0.3% +$26 0.01% 206
2025
Q3 		$9.72K Buy
+378
New +$9.36K 0.01% 153

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

United Financial Planning Group's SCHB Position: Q2 2026 in Review

United Financial Planning Group reduced its Schwab US Broad Market ETF (SCHB) stake by 59% in Q2 2026, selling an estimated $15.5K and leaving 378 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #238.

United Financial Planning Group first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.4K in Q1 2026. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • United Financial Planning Group held 378 shares of Schwab US Broad Market ETF worth $11K as of Q2 2026.
  • United Financial Planning Group sold 553 Schwab US Broad Market ETF shares in Q2 2026, an estimated $15.5K.
  • Schwab US Broad Market ETF made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #238 holding.
  • United Financial Planning Group first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Schwab US Broad Market ETF position peaked at $23.4K in Q1 2026.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.