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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-12-31 $292k 13k 22.70
2024-09-30 $285k 4.3k 66.52

More positions owned by Valtinson Bruner Financial Planning

Vanguard World Extended Dur (EDV)
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Ultra Short-term (ICSH)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
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)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Apple (AAPL)

View all positions for Valtinson Bruner Financial Planning

Top funds holding Schwab U S Broad Market ETF

Betterment
Rebalance
SCS Capital Management
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
HT Partners
Callan Capital
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF