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Schwab U S Broad Market ETF shares owned by Hamilton Wealth

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

Historical chart of Hamilton Wealth 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 Hamilton Wealth 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 Hamilton Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 42k 26.23
2020-03-31 $280k 4.6k 60.45
2019-12-31 $377k 4.9k 76.88
2019-09-30 $322k 4.5k 70.97
2019-06-30 $276k 3.9k 70.43

More positions owned by Hamilton Wealth

Alps Etf Tr Smith Core Plus (SMTH)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pacer Fds Tr Globl Cash Etf (GCOW)
Meta Platforms Cl A (META)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Merck & Co (MRK)
Ishares Tr Ishares Biotech (IBB)

View all positions for Hamilton Wealth

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Strid
HighTower Advisors
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
BKD Wealth Advisors
Evergreen Advisors
HT Partners
AlphaCore Capital
TruNorth Capital Management

View all funds holding Schwab U S Broad Market ETF