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Schwab U S Broad Market ETF shares owned by Richard Young Associates

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

Historical chart of Richard Young Associates 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 Richard Young Associates 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 Richard Young Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 8.8k 25.10

More positions owned by Richard Young Associates

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Coca-Cola Company (KO)
Tesla Motors (TSLA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Carter Bankshares Com New (CARE)
Meta Platforms Cl A (META)
At&t (T)
Exxon Mobil Corporation (XOM)

View all positions for Richard Young Associates

Top funds holding Schwab U S Broad Market ETF

Gallagher Fiduciary Advisors
Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
Ubs Global Asset Management Americas
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF