Ellenbecker Investment Group »

Schwab U S Broad Market ETF shares owned by Ellenbecker Investment Group

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

Historical chart of Ellenbecker Investment 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 Ellenbecker Investment Group 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 Ellenbecker Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 7.7k 26.23
2024-09-30 $244k 3.7k 66.52
2024-06-30 $231k 3.7k 62.87
2024-03-31 $234k 3.8k 61.05

More positions owned by Ellenbecker Investment Group

Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr Core Us Aggbd Etf (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Intl Equity Index F Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Pimco Multisector Bd Active Etf (PYLD)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust S&p 400 Mid Cap Etf (SPMD)
Ishares Tr Aggres Alloc Etf (AOA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Grwt Allocat Etf (AOR)
Spdr Series Trust S&p 500 Etf (SPY)
Pgim Investments Active High Yld Bd Etf (PHYL)

View all positions for Ellenbecker Investment Group

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Strid
HighTower Advisors
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
BKD Wealth Advisors
Evergreen Advisors
HT Partners
AlphaCore Capital
TruNorth Capital Management

View all funds holding Schwab U S Broad Market ETF