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Schwab U S Broad Market ETF shares owned by REDW Stanley Financial Advisors

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

Historical chart of REDW Stanley Financial Advisors 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 REDW Stanley Financial Advisors 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 REDW Stanley Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 61k 25.71
2025-06-30 $1.5M 61k 23.83
2025-03-31 $1.3M 61k 21.53
2024-12-31 $3.0M 134k 22.70
2024-09-30 $4.0M 61k 66.52
2024-06-30 $3.8M 61k 62.87
2024-03-31 $3.8M 62k 61.05
2023-12-31 $3.5M 63k 55.67
2023-09-30 $3.2M 64k 49.85
2023-06-30 $3.4M 66k 51.70
2023-03-31 $3.7M 77k 47.85
2022-12-31 $3.5M 78k 44.81
2022-09-30 $3.5M 82k 41.99
2022-06-30 $3.7M 83k 44.20
2022-03-31 $4.6M 85k 53.39
2021-12-31 $4.8M 42k 113.02
2021-09-30 $4.4M 43k 103.85
2021-06-30 $4.5M 43k 104.26
2021-03-31 $4.4M 46k 96.71
2020-12-31 $4.2M 46k 90.99
2020-09-30 $3.7M 47k 79.64
2020-06-30 $3.5M 48k 73.47
2020-03-31 $2.4M 41k 60.44
2019-12-31 $2.5M 32k 76.89
2019-09-30 $2.1M 29k 71.04
2019-06-30 $1.9M 28k 70.54
2019-03-31 $1.4M 21k 68.07
2018-12-31 $1.3M 22k 59.95
2018-09-30 $857k 12k 70.38
2018-06-30 $803k 12k 65.98
2018-03-31 $776k 12k 63.79
2017-12-31 $518k 8.0k 64.57
2017-09-30 $425k 7.0k 60.91
2017-06-30 $401k 6.9k 58.40
2017-03-31 $341k 6.0k 57.13
2016-12-31 $258k 4.8k 54.18

More positions owned by REDW Stanley Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Msci Emrg Chn (EMXC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for REDW Stanley Financial Advisors

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
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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