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Schwab U S Broad Market ETF shares owned by Blue Investment Partners

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

Historical chart of Blue Investment Partners 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 Blue Investment Partners 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 Blue Investment Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.3M 146k 49.85
2023-06-30 $6.9M 133k 51.70
2023-03-31 $5.8M 121k 47.85
2022-12-31 $4.7M 104k 44.81

More positions owned by Blue Investment Partners

Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Bank of America Corporation (BAC)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Gold Tr Ishares New (IAU)

View all positions for Blue Investment Partners

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Retirement Planning Group
Callan Capital
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF