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Schwab U S Broad Market ETF shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group 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 Sterling Group 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 Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 18k 62.87
2023-12-31 $565k 10k 55.67
2023-09-30 $296k 5.9k 49.85
2023-06-30 $305k 5.9k 51.70
2023-03-31 $282k 5.9k 47.85
2022-12-31 $263k 5.9k 44.81

More positions owned by Sterling Group Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Workday Cl A (WDAY)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Lpl Financial Holdings (LPLA)
Fs Kkr Capital Corp (FSK)

View all positions for Sterling Group Wealth Management

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF