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Schwab U S Broad Market ETF shares owned by TrueWealth Financial Partners

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

Historical chart of TrueWealth Financial 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 TrueWealth Financial 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 TrueWealth Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $388k 15k 26.23

More positions owned by TrueWealth Financial Partners

Spdr Series Trust State Street Spd (SPIB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SPTM)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Ishares Tr Esg Msci Kld 400 (DSI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Trust S&P REIT Index Fund (FRI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Financial Partners

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Strid
HighTower Advisors
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
BKD Wealth Advisors
Evergreen Advisors
HT Partners
AlphaCore Capital
TruNorth Capital Management

View all funds holding Schwab U S Broad Market ETF