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Schwab U S Broad Market ETF shares owned by Curated Wealth Partners

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

Historical chart of Curated Wealth Partners 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 Curated Wealth Partners 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 Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $674k 23k 29.31
2026-06-30 $204k 181k 1.13

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
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Dimensional Etf Trust Emerging Mkts Co (DFEM)
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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
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Terex Corporation (TEX)
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Ishares Tr Core S&p500 Etf (IVV)

View all positions for Curated Wealth Partners

Top funds holding Schwab U S Broad Market ETF

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
HT Partners
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF