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Schwab U S Broad Market ETF shares owned by Abacus Planning Group

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

Historical chart of Abacus Planning Group 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 Abacus Planning Group 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 Abacus Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $647k 11k 61.05
2023-12-31 $527k 9.5k 55.67
2023-09-30 $463k 9.3k 49.85
2023-06-30 $470k 9.1k 51.70
2023-03-31 $434k 9.1k 47.85
2022-12-31 $347k 7.7k 44.81

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View all positions for Abacus Planning Group

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Retirement Planning Group
Callan Capital
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF