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Schwab U S Broad Market ETF shares owned by Sherman Porfolios

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

Historical chart of Sherman Porfolios 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 Sherman Porfolios 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 Sherman Porfolios

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.4M 244k 26.23

More positions owned by Sherman Porfolios

Microsoft Corporation (MSFT)
S&p Global (SPGI)
Goldman Sachs (GS)
Marriott Intl Cl A (MAR)
Caterpillar (CAT)
Avery Dennison Corporation (AVY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ecolab (ECL)
Walt Disney Company (DIS)
Proshares Tr Pshs Ult S&p 500 (SSO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Sherman Porfolios

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Strid
HighTower Advisors
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
BKD Wealth Advisors
Evergreen Advisors
HT Partners
AlphaCore Capital
TruNorth Capital Management

View all funds holding Schwab U S Broad Market ETF