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Schwab U S Broad Market ETF shares owned by Brio Consultants

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

Historical chart of Brio Consultants 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 Brio Consultants 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 Brio Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $781k 12k 66.52
2024-06-30 $327k 5.2k 62.87
2024-03-31 $340k 5.6k 61.05
2023-12-31 $307k 5.5k 55.67
2023-09-30 $227k 4.5k 49.85

More positions owned by Brio Consultants

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Actively Managed Exc Total Return (GTO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Msci Emerg Mrkt (EEMV)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)
Ishares Tr Core Intl Aggr (IAGG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Brio Consultants

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