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Schwab U S Broad Market ETF shares owned by Fundamentun

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

Historical chart of Fundamentun 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 Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 212k 25.71
2025-06-30 $5.3M 223k 23.83
2025-03-31 $4.1M 189k 21.53

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Core Intl Aggr (IAGG)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Fundamentun

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
AlphaCore Capital
HT Partners

View all funds holding Schwab U S Broad Market ETF