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

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

Historical chart of Alliance 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 Alliance 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 Alliance Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $10M 161k 62.87
2024-03-31 $10M 167k 61.05
2023-12-31 $9.5M 170k 55.67
2023-06-30 $9.3M 180k 51.70
2023-03-31 $7.8M 163k 47.85
2022-12-31 $7.2M 161k 44.81
2022-09-30 $6.9M 164k 41.99
2022-06-30 $8.6M 194k 44.19
2022-03-31 $11M 199k 53.39
2021-12-31 $12M 104k 113.01
2021-09-30 $11M 103k 103.86
2021-06-30 $11M 104k 104.27
2021-03-31 $8.2M 85k 96.70
2020-12-31 $6.7M 74k 90.99
2020-09-30 $6.0M 76k 79.65
2020-06-30 $5.8M 79k 73.47
2020-03-31 $5.4M 89k 60.43
2019-12-31 $9.0M 117k 76.88
2019-09-30 $8.1M 114k 71.02
2019-06-30 $8.0M 114k 70.53
2019-03-31 $6.1M 90k 68.04
2018-12-31 $5.0M 83k 59.93
2018-09-30 $5.9M 84k 70.39
2018-06-30 $4.7M 71k 65.99
2018-03-31 $4.2M 66k 63.79
2017-12-31 $4.0M 62k 64.39
2017-09-30 $6.7M 111k 60.57
2017-06-30 $3.0M 52k 58.21
2017-03-31 $2.9M 50k 57.73
2016-12-31 $599k 11k 54.05
2016-09-30 $204k 3.9k 52.62
2016-06-30 $234k 4.7k 50.26
2016-03-31 $234k 4.8k 49.24
2015-12-31 $515k 11k 49.01

More positions owned by Alliance Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Alliance 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