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

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

Historical chart of SHP 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 SHP 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 SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $372k 14k 26.23

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth Management

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