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Schwab U S Broad Market ETF shares owned by Crescent Sterling

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

Historical chart of Crescent Sterling 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 Crescent Sterling 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 Crescent Sterling

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 7.4k 28.96

More positions owned by Crescent Sterling

Schwab Strategic Tr Us Dividend Eq (SCHD)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Amgen (AMGN)
Chevron Corporation (CVX)
Procter & Gamble Company (PG)
Home Depot (HD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Air Products & Chemicals (APD)
Exxon Mobil Corporation (XOM)

View all positions for Crescent Sterling

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