Bawa N Mallick Trust »

Schwab U S Broad Market ETF shares owned by Bawa N Mallick Trust

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Bawa N Mallick Trust from 13F filings

Historical chart of Bawa N Mallick Trust 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 Bawa N Mallick Trust 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 Bawa N Mallick Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.6M 212k 26.23
2025-09-30 $5.5M 212k 25.71
2025-06-30 $5.1M 212k 23.83
2025-03-31 $4.6M 212k 21.53
2024-12-31 $4.8M 212k 22.70

More positions owned by Bawa N Mallick Trust

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Expanded Tech (IGV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Series Trust State Street Spd (SPYG)
Vanguard World Mega Grwth Ind (MGK)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)

View all positions for Bawa N Mallick Trust

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF