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Schwab U S Broad Market ETF shares owned by Babb Wealth Advisors

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

Historical chart of Babb Wealth Advisors 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 Babb Wealth Advisors 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 Babb Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 9.9k 25.71
2025-06-30 $237k 9.9k 23.83
2025-03-31 $214k 9.9k 21.53
2024-12-31 $287k 13k 22.70

More positions owned by Babb Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
Glacier Ban (GBCI)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust World Equity Etf (DFAW)
Dimensional Etf Trust Global Sustaina (DFSB)
Dimensional Etf Trust International (DFSI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Markets (DFSE)

View all positions for Babb Wealth Advisors

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF