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Schwab U S Broad Market ETF shares owned by Capital Planning

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Capital Planning from 13F filings

Historical chart of Capital Planning investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Capital Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Capital Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $875k 30k 28.96

More positions owned by Capital Planning

iShares Core S&P 500 ETF Exchange Traded Fund (IVV)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
Microsoft Corp Common Stock (MSFT)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
Vanguard Large-Cap ETF Exchange Traded Fund (VV)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)
Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
Vanguard Growth ETF Exchange Traded Fund (VUG)
iShares MSCI USA Momentum Factor ETF Exchange Traded Fund (MTUM)
Boeing Common Stock (BA)

View all positions for Capital Planning

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
Ubs Global Asset Management Americas
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors
HT Partners

View all funds holding Schwab U S Broad Market ETF