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Schwab U S Broad Market ETF shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC investment in Schwab U S Broad Market ETF

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All positions including Schwab U S Broad Market ETF held by Cardinal Point Capital Management, ULC 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 Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 8.6k 25.59
2025-06-30 $218k 218k 1.00
2023-06-30 $262k 5.1k 51.70

More positions owned by Cardinal Point Capital Management, ULC

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Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Rbc Cad (RY)
Pimco Etf Tr Multisector Bd (PYLD)
Alphabet Cap Stk Cl C (GOOG)
Toronto Dominion Bk Ont Com New (TD)
Ishares Gold Tr Ishares New (IAU)

View all positions for Cardinal Point Capital Management, ULC

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