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

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

Historical chart of Pasadena 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 Pasadena 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 Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 53k 25.71
2025-06-30 $1.3M 55k 23.83
2025-03-31 $1.3M 62k 21.53
2022-12-31 $21M 476k 44.81

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Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Global X Fds 1-3 Month T-bill (CLIP)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Enhanced Intl (FENI)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Fundamental Us L (FNDX)
Tcw Etf Trust Flexible Income (FLXR)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)

View all positions for Pasadena Private Wealth

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