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Schwab U S Broad Market ETF shares owned by Act Wealth Management

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

Historical chart of Act Wealth Management 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 Act Wealth Management 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 Act Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 3.5k 66.52
2024-06-30 $223k 3.5k 62.88
2024-03-31 $214k 3.5k 61.06

More positions owned by Act Wealth Management

Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Jp Mrg Em Crp Bd (CEMB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr Financial (XLF)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Act Wealth Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF