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Schwab U S Broad Market ETF shares owned by Monterey Private Wealth

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

Historical chart of Monterey Private Wealth 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 Monterey Private Wealth 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 Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $202k 3.0k 66.52
2024-06-30 $347k 5.5k 62.87
2024-03-31 $444k 7.3k 61.05
2023-12-31 $446k 8.0k 55.67

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View all positions for Monterey Private Wealth

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Hengehold Capital Management
Strid
HB Wealth Management
Betterment
HT Partners
Hanson & Doremus Investment Management
Empower Advisory Group
Summit Financial Strategies
HHM Wealth Advisors
Rebalance
SCS Capital Management
Morton Brown Family Wealth
Manchester Financial
Evensky & Katz

View all funds holding Schwab U S Broad Market ETF