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Schwab U S Broad Market ETF shares owned by Almanack Investment Partners

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

Historical chart of Almanack Investment Partners 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 Almanack Investment Partners 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 Almanack Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $622k 24k 25.71
2025-06-30 $2.4M 101k 23.83
2025-03-31 $7.4M 346k 21.53
2024-12-31 $13M 574k 22.70
2024-09-30 $15M 225k 66.52
2024-06-30 $15M 235k 62.87
2024-03-31 $15M 237k 61.05
2023-12-31 $9.7M 174k 55.67
2023-09-30 $3.6M 72k 49.85
2023-06-30 $5.5M 107k 51.70
2023-03-31 $6.0M 125k 47.85
2022-12-31 $5.8M 130k 44.81
2022-06-30 $41M 918k 44.19
2022-03-31 $55M 1.0M 53.39
2021-12-31 $64M 568k 113.03
2021-09-30 $58M 555k 103.86
2021-06-30 $46M 442k 104.27
2021-03-31 $39M 405k 96.71
2020-12-31 $33M 367k 90.99
2020-09-30 $31M 363k 84.72
2020-06-30 $25M 341k 73.47
2020-03-31 $19M 306k 60.43
2019-12-31 $23M 297k 76.88
2019-09-30 $19M 262k 71.02
2019-06-30 $14M 200k 70.84
2019-03-31 $14M 202k 68.05
2018-12-31 $12M 204k 60.05
2018-09-30 $24M 350k 67.68
2018-06-30 $18M 278k 65.99
2018-03-31 $15M 237k 63.65
2017-12-31 $13M 203k 65.05
2017-09-30 $10M 171k 60.91
2017-06-30 $1.5M 26k 58.48
2017-03-31 $504k 8.8k 57.05

More positions owned by Almanack Investment Partners

Ea Series Trust Gadsdn Dyn Mlt (GDMA)
Verizon Communications (VZ)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ea Series Trust Cambria Global
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ea Series Trust Alpha Architect
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Bloomberg Short (BWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Ishares Msci Gbl Etf New (PICK)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Blackrock Etf Trust Ishares A I Inno (BAI)

View all positions for Almanack Investment Partners

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
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SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF