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Schwab U S Broad Market ETF shares owned by Bucket List Wealth Management

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

Historical chart of Bucket List 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 Bucket List 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 Bucket List Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $211k 8.4k 25.10
2025-12-31 $219k 8.4k 26.23

More positions owned by Bucket List Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Putnam Etf Trust Focused Lar Cap (PVAL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust State Street Spd (SPYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Rus Mid Cap Etf (IWR)
Proshares Tr S&p Mdcp 400 Div (REGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Uranium And Nucl (NLR)
Horizon Fds Dividend Income (DIVN)
Thor Finl Technologies Tr Index Rotation (THIR)

View all positions for Bucket List Wealth Management

Top funds holding Schwab U S Broad Market ETF

Gallagher Fiduciary Advisors
Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
Ubs Global Asset Management Americas
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF