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Schwab U S Broad Market ETF shares owned by Round Table Services

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Round Table Services from 13F filings

Historical chart of Round Table Services 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 Round Table Services 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 Round Table Services

Quarter filed Position value Share count Share price at filing
2022-09-30 $325k 7.7k 41.95
2022-06-30 $344k 7.8k 44.22
2022-03-31 $416k 7.8k 53.43

More positions owned by Round Table Services

Ishares Tr Core S&p500 Etf (IVV)
New Mountain Finance Corp (NMFC)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Val Etf (IWD)
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB)
Innovator Etfs Tr Intrnl Dev July (IJUL)
Ishares Tr Rus Mid Cap Etf (IWR)
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL)
Innovator Etfs Tr Intrnl Dev Aprl (IAPR)
Apple (AAPL)
Innovator Etfs Tr Emrgng Mkt April (EAPR)
Ishares Tr Rus 2000 Val Etf (IWN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Round Table Services

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