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Schwab U S Broad Market ETF shares owned by American Capital Advisory

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by American Capital Advisory from 13F filings

Historical chart of American Capital Advisory 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 American Capital Advisory 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 American Capital Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $41k 618 66.52
2024-06-30 $52k 940 55.67
2024-03-31 $50k 1.0k 47.83
2023-12-31 $52k 940 55.67

More positions owned by American Capital Advisory

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Invesco Actively Managed Exc Total Return (GTO)
Labcorp Holdings Com Shs (LH)
Philip Morris International (PM)
Vanguard Index Fds Growth Etf (VUG)
Markel Corporation (MKL)
Meta Platforms Cl A (META)
MGM Resorts International. (MGM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for American Capital Advisory

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