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Schwab U S Broad Market ETF shares owned by Three Bearings Fiduciary Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Three Bearings Fiduciary Advisors from 13F filings

Historical chart of Three Bearings Fiduciary Advisors 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 Three Bearings Fiduciary Advisors 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 Three Bearings Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $774k 31k 25.10
2025-12-31 $821k 31k 26.65