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Schwab U S Broad Market ETF shares owned by Tandem Investment Partners

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

Historical chart of Tandem Investment Partners 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 Tandem Investment Partners 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 Tandem Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 40k 25.71
2025-06-30 $958k 40k 23.83

More positions owned by Tandem Investment Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Bloomberg Invt (FLRN)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Tandem Investment Partners

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF