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Schwab U S Broad Market ETF shares owned by Gratus Capital

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

Historical chart of Gratus Capital 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 Gratus Capital 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 Gratus Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $543k 9.7k 55.67
2023-09-30 $484k 9.7k 49.85

More positions owned by Gratus Capital

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
NVIDIA Corporation (NVDA)
Vanguard World Fds Inf Tech Etf (VGT)
Tesla Motors (TSLA)
Coca-Cola Company (KO)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
JPMorgan Chase & Co. (JPM)

View all positions for Gratus Capital

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF