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Schwab U S Broad Market ETF shares owned by waypoint wealth counsel

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

Historical chart of waypoint wealth counsel 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 waypoint wealth counsel 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 waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 34k 61.05
2023-12-31 $1.9M 34k 55.67
2023-09-30 $2.9M 58k 49.85
2023-03-31 $2.8M 58k 47.85
2022-12-31 $2.6M 57k 44.81

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for waypoint wealth counsel

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF