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

Wrenne 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 		$13.4M Buy
462,970
+27,583
+6% +$772K 4.53% 8
2026
Q1 		$10.9M Buy
435,387
+47,761
+12% +$1.25M 4.29% 8
2025
Q4 		$10.2M Buy
387,626
+11,986
+3% +$312K 4.14% 8
2025
Q3 		$9.66M Buy
375,640
+11,568
+3% +$286K 4.13% 9
2025
Q2 		$8.68M Buy
364,072
+110,612
+44% +$2.44M 4.06% 9
2025
Q1 		$5.46M Buy
253,460
+7,521
+3% +$171K 2.9% 10
2024
Q4 		$5.58M Buy
245,939
+17,720
+8% +$405K 3.18% 10
2024
Q3 		$5.06M Buy
228,219
+8,304
+4% +$177K 3.02% 11
2024
Q2 		$4.61M Sell
219,915
-30,912
-12% -$626K 3.18% 11
2024
Q1 		$5.1M Buy
+250,827
New +$4.85M 3.77% 9

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

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

Wrenne Financial Planning increased its Schwab US Broad Market ETF (SCHB) stake by 6.3% in Q2 2026, buying an estimated $772K and bringing the position to 462,970 shares worth $13.4M. The position accounts for 4.53% of the portfolio, ranked #8.

Wrenne Financial Planning first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Wrenne Financial Planning held 462,970 shares of Schwab US Broad Market ETF worth $13.4M as of Q2 2026.
  • Wrenne Financial Planning bought 27,583 Schwab US Broad Market ETF shares in Q2 2026, an estimated $772K.
  • Schwab US Broad Market ETF made up 4.53% of Wrenne Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Wrenne Financial Planning first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.