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Schwab U S Broad Market ETF shares owned by Aspen Grove Capital

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

Historical chart of Aspen Grove Capital 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 Aspen Grove Capital 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 Aspen Grove Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 8.9k 25.72
2025-06-30 $213k 8.9k 23.83
2024-12-31 $203k 8.9k 22.70

More positions owned by Aspen Grove Capital

Booking Holdings (BKNG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Valley National Ban (VLY)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Msci Mexico Etf (EWW)

View all positions for Aspen Grove Capital

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
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