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Schwab U S Broad Market ETF shares owned by Badgley Phelps Wealth Managers

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

Historical chart of Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 3.3k 66.52
2024-03-31 $204k 3.3k 61.05

More positions owned by Badgley Phelps Wealth Managers

Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Costco Wholesale Corporation (COST)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Columbia Sportswear Company (COLM)
JPMorgan Chase & Co. (JPM)

View all positions for Badgley Phelps Wealth Managers

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