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Schwab U S Broad Market ETF shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth 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 Falcon Wealth 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 Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 8.9k 25.71

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View all positions for Falcon Wealth Planning

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF