Kastel Capital Advisors »

Schwab U S Broad Market ETF shares owned by Kastel Capital Advisors

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

Historical chart of Kastel Capital Advisors 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 Kastel Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Kastel Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 109k 26.23

More positions owned by Kastel Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Total (IXUS)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr National Mun Etf (MUB)

View all positions for Kastel Capital Advisors

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF