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Schwab U S Broad Market ETF shares owned by Tidemark

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

Historical chart of Tidemark 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 Tidemark 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 Tidemark

Quarter filed Position value Share count Share price at filing
2024-09-30 $157k 2.4k 66.54
2024-06-30 $149k 2.4k 62.88
2024-03-31 $13k 217 61.16
2023-12-31 $12k 217 55.60

More positions owned by Tidemark

Invesco Total MF Closed and MF Open (GTO)
Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco Exchange MF Closed and MF Open (SPHQ)
Global X MF Closed and MF Open (AUSF)
Spdr Mortgage MF Closed and MF Open (SPMB)
Wisdomtree Dynamic MF Closed and MF Open (DDWM)
Invesco S&p MF Closed and MF Open (IDMO)
Ishares S&p MF Closed and MF Open (IVE)
Blackrock Flexible MF Closed and MF Open (BINC)
Avantis Emerging MF Closed and MF Open (AVEM)
Apple Common Stock (AAPL)
Sector Technology MF Closed and MF Open (XLK)
Spdr Portfolio MF Closed and MF Open (SPTL)
Tesla Common Stock (TSLA)

View all positions for Tidemark

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Hengehold Capital Management
Strid
HB Wealth Management
Betterment
HT Partners
Hanson & Doremus Investment Management
Empower Advisory Group
Summit Financial Strategies
HHM Wealth Advisors
Rebalance
SCS Capital Management
Morton Brown Family Wealth
Manchester Financial
Evensky & Katz

View all funds holding Schwab U S Broad Market ETF