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Schwab U S Broad Market ETF shares owned by Jackson Wealth Management

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

Historical chart of Jackson Wealth 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 Jackson Wealth 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 Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 9.2k 25.70
2025-06-30 $219k 9.2k 23.85
2024-12-31 $208k 9.2k 22.65
2024-09-30 $204k 3.1k 66.64
2021-12-31 $2.1M 18k 112.99

More positions owned by Jackson Wealth Management

United States Treas Bills Tsrys60859
Microsoft Corp MSFT (MSFT)
Broadcom Avgo (AVGO)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Apple Aapl (AAPL)
Spdr Series Trust Portfolio S&p500 SPLG (SPLG)
Vanguard Index Fds S&p 500 Etf Voo (VOO)
Kla Corp Klac (KLAC)
Schwab Charles Famil Muni Money 0 (SWOXX)
Ishares Tr Core S&p500 Etf Ivv (IVV)
Ishares Tr S&p 100 Etf Oef (OEF)
Costco Whsl Corp Cost (COST)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf QQQM (QQQM)
Mastercard Incorporated Cl A Ma (MA)
Ishares Tr Core Div Grwth Dgro (DGRO)

View all positions for Jackson Wealth Management

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
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF