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Schwab U S Broad Market ETF shares owned by BT Wealth Management

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

Historical chart of BT Wealth Management 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 BT Wealth Management 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 BT Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $228k 5.2k 44.17
2022-03-31 $276k 5.2k 53.47
2021-12-31 $306k 2.7k 112.92

More positions owned by BT Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Us Sml Cp Value (SVAL)
Ishares Tr Blackrock Ultra (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Home Depot (HD)
Ishares Tr Russell 2000 Etf (IWM)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for BT Wealth Management

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