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Schwab U S Broad Market ETF shares owned by 55 North Private Wealth

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by 55 North Private Wealth from 13F filings

Historical chart of 55 North Private Wealth 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 55 North Private Wealth 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 55 North Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $332k 13k 26.23

More positions owned by 55 North Private Wealth

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for 55 North Private Wealth

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Strid
Evensky & Katz
HighTower Advisors
Hengehold Capital Management
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
AlphaCore Capital
HT Partners
TruNorth Capital Management
HHM Wealth Advisors

View all funds holding Schwab U S Broad Market ETF