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Schwab U S Broad Market ETF shares owned by Epstein & White Financial

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

Historical chart of Epstein & White Financial 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 Epstein & White Financial 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 Epstein & White Financial

Quarter filed Position value Share count Share price at filing
2021-06-30 $518k 5.0k 104.31

More positions owned by Epstein & White Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)

View all positions for Epstein & White Financial

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