Wealth Group »

Schwab U S Broad Market ETF shares owned by Wealth Group

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

Historical chart of Wealth 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 Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 52k 60.61
2023-12-31 $3.0M 52k 57.45

More positions owned by Wealth Group

Ishares Core S&p500 Etf (IVV)
Ishares Msci Usa Qlt Fct (QUAL)
Ishares Core Total Usd (IUSB)
Pacer Us Cash Cows 100 (COWZ)
Vanguard S&p 500 Etf Shs (VOO)
Vanguard Inf Tech Etf (VGT)
Pacer Developed Mrkt (ICOW)
Ishares Core Div Grwth (DGRO)
Vanguard Extend Mkt Etf (VXF)
Pacer Pacer Us Small (CALF)
Proshares S&p 500 Dv Arist (NOBL)
Ishares Core S&p Mcp Etf (IJH)
Schwab Us Brd Mkt Etf (SCHB)
Invesco S&p500 Pur Gwt (RPG)
Schwab Us Mid-cap Etf (SCHM)

View all positions for Wealth 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