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Schwab U S Broad Market ETF shares owned by Klingenstein Fields & Co

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Klingenstein Fields & Co from 13F filings

Historical chart of Klingenstein Fields & Co investment in Schwab U S Broad Market ETF

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All positions including Schwab U S Broad Market ETF held by Klingenstein Fields & Co 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 Klingenstein Fields & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 167k 25.71
2015-09-30 $213k 4.6k 46.30

More positions owned by Klingenstein Fields & Co

Broadcom Common (AVGO)
Microsoft Corp Common (MSFT)
Alphabet Class A (GOOGL)
Berkshire Hathaway Class B (BRK.B)
Apple Common (AAPL)
Palo Alto Networks Common (PANW)
Amazon Common (AMZN)
Nvidia Corp Common (NVDA)
Lilly Eli & Co Common (LLY)
Walt Disney Company (DIS)
Goldman Sachs Group Common (GS)
Union Pac Corp Common (UNP)
Jpmorgan Chase & Co Common (JPM)
Pepsico Common (PEP)
Spdr S&p 500 Etf Tr Units Ser 1 S&p (SPY)

View all positions for Klingenstein Fields & Co

Top funds holding Schwab U S Broad Market ETF

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Strid
Evensky & Katz
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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