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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
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 Tsrys58198
Microsoft Corp MSFT (MSFT)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Vanguard Index Fds S&p 500 Etf Voo (VOO)
Apple Aapl (AAPL)
Schwab Charles Famil Muni Money 0 (SWOXX)
Broadcom Avgo (AVGO)
Costco Whsl Corp Cost (COST)
Kla Corp Klac (KLAC)
Spdr Ser Tr Portfolio S&p500 SPLG (SPLG)
Ishares Tr Core S&p500 Etf Ivv (IVV)
Eq/equity 500 Index 0
Mastercard Incorporated Cl A Ma (MA)
Ishares Tr S&p 100 Etf Oef (OEF)
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
SCS Capital Management
Rebalance
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