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Schwab U S Broad Market ETF shares owned by Bear Mountain Capital

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

Historical chart of Bear Mountain 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 Bear Mountain 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 Bear Mountain Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4k 285 22.42
2024-06-30 $12k 191 64.75
2024-03-31 $11k 191 58.17
2023-12-31 $18k 322 55.38

More positions owned by Bear Mountain Capital

Vanguard Mid Cap Etf (VO)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Small Cap Etf Etf (VB)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Total International Bond Etf Etf (BNDX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)

View all positions for Bear Mountain Capital

Top funds holding Schwab U S Broad Market ETF

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SCS Capital Management
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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