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Schwab U S Broad Market ETF shares owned by Traveka Wealth

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

Historical chart of Traveka 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 Traveka 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 Traveka Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 45k 22.70
2024-09-30 $994k 15k 66.52
2024-06-30 $939k 15k 62.87
2024-03-31 $912k 15k 61.05
2023-12-31 $832k 15k 55.67

More positions owned by Traveka Wealth

Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Hdg Msci Eafe (HEFA)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for Traveka Wealth

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
Summit Financial Strategies
HHM Wealth Advisors
Rebalance
SCS Capital Management
Manchester Financial
Evensky & Katz
Ballentine Partners
CliftonLarsonAllen Wealth Advisors

View all funds holding Schwab U S Broad Market ETF