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Schwab U S Broad Market ETF shares owned by Asset Allocation & Management Company

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Asset Allocation & Management Company from 13F filings

Historical chart of Asset Allocation & Management Company 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 Asset Allocation & Management Company 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 Asset Allocation & Management Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $450k 6.8k 66.57
2024-06-30 $425k 6.8k 62.87
2024-03-31 $413k 6.8k 61.09

More positions owned by Asset Allocation & Management Company

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Index Fds Growth Etf (VUG)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Asset Allocation & Management Company

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