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Schwab U S Broad Market ETF shares owned by Roger Wittlin Investment Advisory

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Roger Wittlin Investment Advisory from 13F filings

Historical chart of Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 215k 55.67
2023-09-30 $10M 203k 49.85
2023-06-30 $11M 202k 51.70
2023-03-31 $7.8M 163k 47.85
2022-12-31 $7.0M 157k 44.81
2022-06-30 $11M 247k 44.19

More positions owned by Roger Wittlin Investment Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Roger Wittlin Investment Advisory

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF