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Schwab U S Broad Market ETF shares owned by Blue Oak Capital

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

Historical chart of Blue Oak 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 Blue Oak 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 Blue Oak Capital

Quarter filed Position value Share count Share price at filing
2025-03-31 $285k 13k 21.53

More positions owned by Blue Oak Capital

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Global Sustaina (DFSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Blue Oak Capital

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF