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Schwab U S Broad Market ETF shares owned by Attessa Capital

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

Historical chart of Attessa 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 Attessa 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 Attessa Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 53k 25.71
2025-06-30 $1.3M 53k 23.83
2025-03-31 $1.2M 56k 21.53
2024-12-31 $1.8M 78k 22.70

More positions owned by Attessa Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Schwab Strategic Tr Long Term Us (SCHQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)

View all positions for Attessa 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