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Schwab U S Broad Market ETF shares owned by Hengehold Capital Management

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

Historical chart of Hengehold Capital Management 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 Hengehold Capital Management 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 Hengehold Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $203M 3.1M 66.52
2024-06-30 $190M 3.0M 62.87
2024-03-31 $185M 3.0M 61.05
2023-12-31 $168M 3.0M 55.67
2023-09-30 $149M 3.0M 49.85
2023-06-30 $143M 2.8M 51.70
2023-03-31 $116M 2.4M 47.85
2022-12-31 $100M 2.2M 44.81
2022-09-30 $95M 2.3M 41.99
2022-06-30 $103M 2.3M 44.19
2022-03-31 $103M 1.9M 53.39
2021-12-31 $120M 1.1M 113.01
2021-09-30 $109M 1.0M 103.86
2021-06-30 $108M 1.0M 104.27
2021-03-31 $75M 773k 96.71
2020-12-31 $66M 722k 90.99
2020-09-30 $50M 631k 79.64
2020-06-30 $42M 571k 73.47
2020-03-31 $34M 561k 60.43
2019-12-31 $50M 649k 76.88
2019-09-30 $46M 647k 71.02
2019-06-30 $39M 550k 70.53
2019-03-31 $25M 359k 68.05
2018-12-31 $20M 333k 59.93
2018-09-30 $15M 211k 70.39
2018-06-30 $12M 184k 65.99
2018-03-31 $5.4M 85k 63.79
2017-12-31 $5.3M 82k 64.52
2017-09-30 $5.0M 82k 60.91
2017-06-30 $4.9M 83k 58.46
2017-03-31 $4.8M 84k 57.06
2016-12-31 $4.5M 82k 54.18
2016-09-30 $4.4M 85k 52.32
2016-06-30 $6.8M 136k 50.30
2016-03-31 $6.6M 134k 49.28
2015-12-31 $6.8M 138k 49.04
2015-09-30 $6.2M 134k 46.38
2015-06-30 $39M 777k 50.23
2015-03-31 $40M 785k 50.48
2014-12-31 $38M 769k 49.82
2014-09-30 $29M 616k 47.55
2014-06-30 $29M 610k 47.72
2014-03-31 $28M 608k 45.71
2013-12-31 $12M 258k 45.01

More positions owned by Hengehold Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Procter & Gamble Company (PG)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Hengehold Capital Management

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF