Solutions 4 Wealth »

Schwab U S Broad Market ETF shares owned by Solutions 4 Wealth

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Solutions 4 Wealth from 13F filings

Historical chart of Solutions 4 Wealth 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 Solutions 4 Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Solutions 4 Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $422k 6.9k 61.05
2023-12-31 $385k 6.9k 55.67

More positions owned by Solutions 4 Wealth

Invesco Van Kampen Senior Income Trust (VVR)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
Global X Fds Nasdaq 100 Cover (QYLD)
Vanguard World Health Car Etf (VHT)
Veritex Hldgs (VBTX)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Ishares Tr Cybersecurity (IHAK)
Global X Fds Russell 2000 (RYLD)
Ishares Tr U.s. Med Dvc Etf (IHI)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Southside Bancshares (SBSI)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Solutions 4 Wealth

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF