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

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

Historical chart of OneAscent 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 OneAscent 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 OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $853k 33k 25.71
2025-06-30 $812k 34k 23.83
2025-03-31 $338k 16k 21.54
2024-12-31 $395k 17k 22.70
2024-09-30 $501k 7.5k 66.53
2024-03-31 $407k 6.7k 60.98
2023-12-31 $333k 6.0k 55.65

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Small (OASC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ssga Active Tr Spdr Blackstone (HYBL)
Ishares Tr Expanded Tech (IGV)
Vaneck Etf Trust Clo Etf (CLOI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Southern Company (SO)
Ea Series Trust Tbg Dividend Foc (TBG)

View all positions for OneAscent Wealth Management

Top funds holding Schwab U S Broad Market ETF

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View all funds holding Schwab U S Broad Market ETF