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Schwab U S Broad Market ETF shares owned by Appalachian Capital Management

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

Historical chart of Appalachian Capital 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 Appalachian Capital 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 Appalachian Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $41M 1.6M 26.23

More positions owned by Appalachian Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Series Trust State Street Spd (SPTL)
Spdr Series Trust State Street Spd (SPTI)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Harris Oakmark Etf Trust Intl Large Cap
Schwab Strategic Tr Us Dividend Eq (SCHD)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Fin (XLF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Boeing Company (BA)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Series Trust State Street Spd (KRE)

View all positions for Appalachian Capital Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Strid
Evensky & Katz
HighTower Advisors
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital
HT Partners
TruNorth Capital Management

View all funds holding Schwab U S Broad Market ETF