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Schwab U S Broad Market ETF shares owned by Elser Financial Planning

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

Historical chart of Elser Financial Planning 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 Elser Financial Planning 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 Elser Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 37k 66.52
2024-06-30 $2.5M 39k 62.87

More positions owned by Elser Financial Planning

Eli Lilly & Co. (LLY)
Apple (AAPL)
Brown & Brown (BRO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us Equity Market (DFUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Small Cp Etf (VB)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Vanguard Specialized Funds Div App Etf (VIG)
Johnson & Johnson (JNJ)

View all positions for Elser Financial Planning

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF