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Schwab U S Broad Market ETF shares owned by Penney Financial

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

Historical chart of Penney Financial 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 Penney Financial 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 Penney Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 110k 25.71
2025-06-30 $2.5M 104k 23.83
2025-03-31 $628k 29k 21.53
2024-12-31 $732k 32k 22.70
2023-12-31 $1.3M 23k 55.67

More positions owned by Penney Financial

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Whitehall Fds High Div Yld (VYM)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Penney Financial

Top funds holding Schwab U S Broad Market ETF

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Strid
Evensky & Katz
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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