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Schwab U S Broad Market ETF shares owned by Trevian Wealth Management

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

Historical chart of Trevian Wealth Management 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 Trevian Wealth Management 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 Trevian Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $424k 17k 25.71
2025-06-30 $407k 17k 23.85
2025-03-31 $216k 10k 21.55
2024-12-31 $228k 10k 22.75
2024-09-30 $222k 3.3k 66.45
2024-03-31 $203k 3.3k 60.92

More positions owned by Trevian Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Northeast Bk Lewiston Me (NBN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Trevian Wealth Management

Top funds holding Schwab U S Broad Market ETF

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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