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Schwab U S Broad Market ETF shares owned by BlueStem Wealth Partners

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

Historical chart of BlueStem Wealth 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 BlueStem Wealth 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 BlueStem Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 40k 25.71
2025-06-30 $972k 41k 23.83
2025-03-31 $953k 44k 21.53
2024-12-31 $1.0M 46k 22.70

More positions owned by BlueStem Wealth Partners

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Growth Etf Etf (VUG)
Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Columbia Research Enhanced Core Etf Etf (RECS)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Value Etf Etf (VTV)
Harbor Scientific Alpha High-yield Etf Etf (SIHY)
Tcw Flexible Income Etf Etf (FLXR)
Ishares Convertible Bond Etf Etf (ICVT)

View all positions for BlueStem Wealth Partners

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF