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

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

Historical chart of Lenox 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 Lenox 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 Lenox Wealth Management

Quarter filed Position value Share count Share price at filing
2020-06-30 $178k 2.4k 73.46
2020-03-31 $154k 2.6k 60.39
2019-12-31 $199k 2.6k 76.75
2019-09-30 $86k 1.2k 70.61
2019-06-30 $60k 850 70.59
2019-03-31 $6.0k 89 67.42

More positions owned by Lenox Wealth Management

Procter & Gamble Common Stock (PG)
Berkshire Hathaway Inc B Common Stock (BRK.B)
Ishares Tr Sh Tr Crport Etf Exchange Traded Fund (IGSB)
iShares iBoxx $ High Yield Corporate Bd Exchange Traded Fund (HYG)
iShares Floating Rate Bond ETF Exchange Traded Fund (FLOT)
iShares MBS Exchange Traded Fund (MBB)
Sap Se Common Stock (SAP)
Novo Nordisk A/S Common Stock (NVO)
Lonza Group Common Stock (LZAGY)
Accenture PLC A Common Stock (ACN)
Taiwan Semiconductor Manufacturing Common Stock (TSM)
Sysmex Corp Common Stock (SSMXY)
AIA Group Common Stock (AAGIY)
Grifols SA Common Stock (GRFS)
Dassault Systemes SA Common Stock (DASTY)

View all positions for Lenox Wealth Management

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF