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Schwab U S Broad Market ETF shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 63k 55.67
2023-09-30 $995k 20k 49.85
2023-06-30 $854k 17k 51.70
2023-03-31 $839k 18k 47.85
2022-06-30 $238k 5.4k 44.26
2021-09-30 $575k 5.5k 103.85

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

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
Callan Capital
Retirement Planning Group
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF