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Schwab U S Broad Market ETF shares owned by One Charles Private Wealth Services

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

Historical chart of One Charles Private Wealth Services 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 One Charles Private Wealth Services 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 One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 231k 25.71
2025-06-30 $5.4M 228k 23.83

More positions owned by One Charles Private Wealth Services

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Texas Pacific Land Corp (TPL)
Listed Fds Tr Horizon Kinetics (INFL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Landbridge Company Cl A (LB)
Select Sector Spdr Tr Technology (XLK)
Acv Auctions Com Cl A (ACVA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ark Etf Tr Innovation Etf (ARKK)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for One Charles Private Wealth Services

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
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