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Schwab U S Broad Market ETF shares owned by Strategic Investment Solutions

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

Historical chart of Strategic Investment Solutions 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 Strategic Investment Solutions 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 Strategic Investment Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $53k 794 66.55
2024-06-30 $28k 438 64.29
2023-12-31 $64k 1.1k 55.74
2023-09-30 $2.6M 50k 52.75
2023-06-30 $39k 786 49.07
2023-03-31 $38k 790 47.85

More positions owned by Strategic Investment Solutions

Vanguard Growth Etf Uie (VUG)
Dimensional Us Equity Uie (DFUS)
Dimensional U S Core Uie (DFAC)
Dimensional Us High Uie (DUHP)
Dimensional World Equity Uie (DFAW)
Dimensional U S Targeted Uie (DFAT)
Apple (AAPL)
Dimensional Wld Ex Us Cr Uie (DFAX)
Schwab Us Dividend Uie (SCHD)
Dimensional Us Core Uie (DFAU)
Dimensional Us Small Cap Uie (DFSV)
Dimensional Us Uie (DFUV)
Dimensional Us Sus Core Uie (DFSU)
Dimensnl Ultrashrt Fixed Uie (DUSB)
Dimensional Uie (DFIV)

View all positions for Strategic Investment Solutions

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