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Schwab U S Broad Market ETF shares owned by Patrick M Sweeney & Associates

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Patrick M Sweeney & Associates from 13F filings

Historical chart of Patrick M Sweeney & Associates 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 Patrick M Sweeney & Associates 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 Patrick M Sweeney & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 7.3k 28.96

More positions owned by Patrick M Sweeney & Associates

Apple (AAPL)
Bank of America Corporation (BAC)
Abbott Laboratories (ABT)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Merck & Co (MRK)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
Eli Lilly & Co. (LLY)
CVS Caremark Corporation (CVS)
Amazon (AMZN)
Pfizer (PFE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Visa Com Cl A (V)

View all positions for Patrick M Sweeney & Associates

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
Ubs Global Asset Management Americas
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors
HT Partners

View all funds holding Schwab U S Broad Market ETF