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Schwab U S Broad Market ETF shares owned by American Trust

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

Historical chart of American Trust 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 Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2023-06-30 $6.0M 116k 51.70
2023-03-31 $5.6M 116k 48.36
2022-12-31 $3.7M 82k 44.81

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Ishares Core Dividend Growth Equities (DGRO)
Idacorp Equities (IDA)
Vanguard Intermed Term Bond Etf Equities (BIV)
Vanguard Mid Cap Etf Equities (VO)
Vanguard Small Cap Etf Equities (VB)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Schwab Us Large Cap Equities (SCHX)
Vanguard Ftse Developed Markets Equities (VEA)
Schwab Us Dividend Equity Equities (SCHD)
Vanguard Mega Cap Growth ETF Equities (MGK)
Vanguard Intermediate Term Gove Equities (VGIT)
Vanguard Mortgage-backed Secs E Equities (VMBS)
Vanguard Intermediate-term Corp Equities (VCIT)
Ishares Edge Msci Usa Quality F Equities (QUAL)

View all positions for American Trust

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF