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Schwab U S Broad Market ETF shares owned by 5T Wealth

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by 5T Wealth from 13F filings

Historical chart of 5T 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 5T 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 5T Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $327k 13k 26.23

More positions owned by 5T Wealth

Ishares Tr Core Univrsl Usd (IUSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for 5T Wealth

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF