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Schwab U S Broad Market ETF shares owned by Market Street Wealth Management Advisors

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

Historical chart of Market Street Wealth Management 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 Market Street Wealth Management Advisors 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 Market Street Wealth Management Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$239k	3.9k	61.04
2023-12-31	$261k	4.7k	55.66

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View all positions for Market Street Wealth Management Advisors

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers

Betterment

SCS Capital Management

Rebalance

Evensky & Katz

Hengehold Capital Management

Retirement Planning Group

Callan Capital

Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF

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