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

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

Historical chart of Diversify 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 Diversify 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 46k 22.50
2024-09-30 $1.1M 51k 22.33
2024-06-30 $1.2M 20k 59.93

More positions owned by Diversify Wealth Management

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
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Amazon (AMZN)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Meta Platforms Cl A (META)

View all positions for Diversify Wealth Management

Top funds holding Schwab U S Broad Market ETF

Betterment
Rebalance
SCS Capital Management
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
HT Partners
Callan Capital
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF