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Schwab U S Broad Market ETF shares owned by Sherman Wealth Management

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

Historical chart of Sherman Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $221k 8.8k 25.10
2025-12-31 $231k 8.8k 26.23

More positions owned by Sherman Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Index Shs Fds State Street Spd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Series Trust State Street Spd (BIL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Apple (AAPL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Sherman Wealth Management

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