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Schwab U S Broad Market ETF shares owned by Pennsylvania Capital Management

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

Historical chart of Pennsylvania Capital 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 Pennsylvania Capital 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 Pennsylvania Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 8.9k 25.71
2025-06-30 $209k 8.8k 23.83
2023-12-31 $257k 4.6k 55.67
2020-03-31 $224k 3.9k 58.05
2019-12-31 $297k 3.9k 76.96

More positions owned by Pennsylvania Capital Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Amazon (AMZN)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl A (GOOGL)
Vulcan Materials Company (VMC)

View all positions for Pennsylvania Capital Management

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