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Schwab U S Broad Market ETF shares owned by ATLas Financial Planning

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

Historical chart of ATLas Financial Planning 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 ATLas Financial Planning 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 ATLas Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $262k 10k 25.10

More positions owned by ATLas Financial Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr International Lr (AVIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Emerging Mkt Val (AVES)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Fundamental Intl (FNDC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for ATLas Financial Planning

Top funds holding Schwab U S Broad Market ETF

Gallagher Fiduciary Advisors
Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
Ubs Global Asset Management Americas
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF