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Schwab U S Broad Market ETF shares owned by Garrett Investment Advisors

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

Historical chart of Garrett Investment Advisors 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 Garrett Investment Advisors 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 Garrett Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 89k 22.70
2024-09-30 $2.0M 30k 66.52
2024-06-30 $2.6M 41k 62.87
2024-03-31 $2.6M 42k 61.05
2023-12-31 $2.3M 41k 55.67
2023-09-30 $979k 20k 49.85

More positions owned by Garrett Investment Advisors

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Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Wisdomtree Tr Intl Qulty Div (IQDG)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Apple (AAPL)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)

View all positions for Garrett Investment Advisors

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF