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Schwab U S Broad Market ETF shares owned by Stone Point Wealth

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

Historical chart of Stone Point 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 Stone Point Wealth 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 3.2k 66.51
2024-06-30 $203k 3.2k 62.86

More positions owned by Stone Point Wealth

Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pepsi (PEP)

View all positions for Stone Point Wealth

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Hengehold Capital Management
HB Wealth Management
Betterment
HT Partners
Hanson & Doremus Investment Management
Summit Financial Strategies
HHM Wealth Advisors
Rebalance
SCS Capital Management
Evensky & Katz
Ballentine Partners
Strid
CliftonLarsonAllen Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Broad Market ETF