Crowley Wealth Management »

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

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

Historical chart of Crowley 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 Crowley Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Crowley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $337k 13k 25.71
2025-06-30 $192k 8.1k 23.83
2024-12-31 $4.1k 180 22.70

More positions owned by Crowley Wealth Management

Apple Common Stock (AAPL)
Tesla Common Stock (TSLA)
Proshares Ultra Qqq Etf Uit Exchange Traded (QLD)
Abbvie Common Stock (ABBV)
Lowes Cos Common Stock (LOW)
Proshares Ultra S&p 500 Etf Uit Exchange Traded (SSO)
Microsoft Corp Common Stock (MSFT)
Jpmorgan Chase & Co Common Stock (JPM)
Home Depot Common Stock (HD)
Proshares Ultra Russell 2000 Etf Uit Exchange Traded (UWM)
Disney Walt Common Stock (DIS)
Amgen Common Stock (AMGN)
Stryker Corp Common Stock (SYK)
Amazon.com Common Stock (AMZN)
Abbott Labs Common Stock (ABT)

View all positions for Crowley Wealth Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF