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Schwab U S Broad Market ETF shares owned by Brightwater Advisory

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

Historical chart of Brightwater Advisory 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 Brightwater Advisory 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 Brightwater Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8M 87k 66.52
2024-06-30 $5.5M 88k 62.87
2024-03-31 $5.1M 84k 61.05

More positions owned by Brightwater Advisory

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Fundamental Us B (FNDB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr S&p Mc 400vl Etf (IJJ)
AFLAC Incorporated (AFL)

View all positions for Brightwater Advisory

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