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Schwab U S Broad Market ETF shares owned by Quadcap Wealth Management

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

Historical chart of Quadcap Wealth 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 Quadcap Wealth 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 Quadcap Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $250k 9.7k 25.71
2025-06-30 $298k 13k 23.83
2025-03-31 $214k 9.9k 21.53
2024-12-31 $226k 9.9k 22.70
2024-03-31 $202k 3.3k 61.05

More positions owned by Quadcap Wealth Management

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon Call Option (AMZN)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Fundamental Us L (FNDX)
Meta Platforms Cl A (META)

View all positions for Quadcap Wealth 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