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

Valtinson Bruner 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 		$242K Buy
8,341
+22
+0.3% +$616 0.06% 163
2026
Q1 		$209K Buy
8,319
+23
+0.3% +$604 0.06% 167
2025
Q4 		$218K Buy
8,296
+26
+0.3% +$677 0.06% 152
2025
Q3 		$213K Sell
8,270
-4,573
-36% -$113K 0.06% 152
2025
Q2 		$306K Hold
12,843
– – 0.1% 107
2025
Q1 		$277K Hold
12,843
– – 0.09% 110
2024
Q4 		$292K Hold
12,843
– – 0.1% 112
2024
Q3 		$285K Buy
+12,843
New +$274K 0.1% 112

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

Valtinson Bruner Financial Planning's SCHB Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Schwab US Broad Market ETF (SCHB) stake by 0.26% in Q2 2026, buying an estimated $616 and bringing the position to 8,341 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #163.

Valtinson Bruner Financial Planning first reported a position in SCHB in Q3 2024 and has held it in 8 quarters since. The position peaked at $306K in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Valtinson Bruner Financial Planning held 8,341 shares of Schwab US Broad Market ETF worth $242K as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 22 Schwab US Broad Market ETF shares in Q2 2026, an estimated $616.
  • Schwab US Broad Market ETF made up 0.06% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #163 holding.
  • Valtinson Bruner Financial Planning first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 8 quarters since.
  • Valtinson Bruner Financial Planning's Schwab US Broad Market ETF position peaked at $306K in Q2 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.