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Schwab U S Broad Market ETF shares owned by Physician Wealth Solutions

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

Historical chart of Physician Wealth Solutions 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 Physician Wealth Solutions 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 Physician Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 57k 22.43
2024-06-30 $1.0M 17k 62.87
2024-03-31 $1.1M 17k 61.05
2023-12-31 $966k 17k 55.67

More positions owned by Physician Wealth Solutions

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Physician Wealth Solutions

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF