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Schwab U S Broad Market ETF shares owned by Glass Jacobson Investment Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Glass Jacobson Investment Advisors from 13F filings

Historical chart of Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 17k 61.05
2023-12-31 $854k 15k 55.67
2023-09-30 $623k 13k 49.85
2023-06-30 $645k 13k 51.70
2022-12-31 $550k 12k 44.81

More positions owned by Glass Jacobson Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)

View all positions for Glass Jacobson Investment Advisors

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