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

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

Historical chart of Cooke 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 Cooke 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 Cooke Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $351k 14k 25.10

More positions owned by Cooke Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust State Street Spd (SPSB)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Small Cp Etf (VB)
Stryker Corporation (SYK)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Cooke Wealth Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Strid
HighTower Advisors
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
BKD Wealth Advisors
HT Partners
Evergreen Advisors
AlphaCore Capital
TruNorth Capital Management

View all funds holding Schwab U S Broad Market ETF