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Schwab U S Broad Market ETF shares owned by BIP Wealth

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

Historical chart of BIP Wealth 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 BIP Wealth 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $284k 4.3k 66.53
2024-06-30 $267k 4.2k 62.88
2024-03-31 $265k 4.3k 61.06
2023-12-31 $236k 4.2k 55.68
2023-09-30 $208k 4.2k 49.86

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uie (USFR)
Spdr S&p 500 Etf Uie (SPY)
Ishares Treasury Floating Ra TRS FLT RT BD (TFLO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Vanguard Ftse All World Uie (VEU)
Vanguard Intl Equity Fds Tt Wrld St Etf (VT)
Spdr Portfolio S&p 500 Prtflo S&p500 Vl (SPYV)
Ishares Russell 2000 Uie (IWM)
Spdr Ssga Ultra Short Uie (ULST)
Wisdomtree International Intl Smcap Div (DLS)
Spdr Portfolio Short Term Portfolio Short (SPSB)
Spdr Portfolio S P 1500 Uie (SPTM)
Wisdomtree International Intl Lrgcap Dv (DOL)

View all positions for BIP Wealth

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