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Valtinson Bruner Financial Planning »

Schwab U S Broad Market ETF shares owned by Valtinson Bruner Financial Planning

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

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$213k	8.3k	25.71
2025-06-30	$306k	13k	23.83
2025-03-31	$277k	13k	21.53
2024-12-31	$292k	13k	22.70
2024-09-30	$285k	4.3k	66.52

More positions owned by Valtinson Bruner Financial Planning

Ishares Tr Ultra Short Dur (ICSH)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Vanguard World Extended Dur (EDV)

Bondbloxx Etf Trust Bloomberg Twenty (XTWY)

Vanguard Bd Index Fds Vanguard Ultra (VUSB)

Spdr Series Trust Portfolio S&p500 (SPLG)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Innovator Etfs Trust Us Eqty Bufr May (BMAY)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)

Vanguard Index Fds Small Cp Etf (VB)

Microsoft Corporation (MSFT)

Apple (AAPL)

View all positions for Valtinson Bruner Financial Planning

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers

Betterment

Rebalance

SCS Capital Management

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

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