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Schwab U S Broad Market ETF shares owned by Ehrlich Financial Group

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

Historical chart of Ehrlich Financial Group 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 Ehrlich Financial Group 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 Ehrlich Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $353k 16k 22.70
2024-09-30 $290k 4.4k 66.52
2024-06-30 $274k 4.4k 62.87
2024-03-31 $257k 4.2k 61.05

More positions owned by Ehrlich Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core S&p500 Etf (IVV)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Ehrlich Financial Group

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Hengehold Capital Management
Strid
HB Wealth Management
Betterment
HT Partners
Hanson & Doremus Investment Management
Empower Advisory Group
Summit Financial Strategies
HHM Wealth Advisors
Rebalance
SCS Capital Management
Morton Brown Family Wealth
Manchester Financial
Evensky & Katz

View all funds holding Schwab U S Broad Market ETF