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Schwab U S Broad Market ETF shares owned by OLIO Financial Planning

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by OLIO Financial Planning from 13F filings

Historical chart of OLIO Financial Planning 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 OLIO Financial Planning 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 OLIO Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $552k 9.9k 55.91
2023-12-31 $552k 9.9k 55.91
2023-09-30 $492k 9.9k 49.85
2023-06-30 $504k 9.7k 51.70

More positions owned by OLIO Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for OLIO Financial Planning

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
Retirement Planning Group
Callan Capital
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF