Wealthstream Advisors »

Schwab U S Broad Market ETF shares owned by Wealthstream Advisors

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

Historical chart of Wealthstream 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 Wealthstream Advisors 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 Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $699k 12k 61.05
2023-12-31 $529k 9.5k 55.67
2023-09-30 $284k 5.7k 49.85
2023-06-30 $273k 5.3k 51.70

More positions owned by Wealthstream Advisors

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis All Eqt (AVGE)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Wealthstream 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