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Schwab U S Broad Market ETF shares owned by Wellington Grp

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

Historical chart of Wellington Grp 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 Wellington Grp 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 Wellington Grp

Quarter filed Position value Share count Share price at filing
2026-03-31 $130k 5.2k 25.10
2025-12-31 $136k 5.2k 26.23

More positions owned by Wellington Grp

Ishares Tr Ishs 1-5yr Invs (IGSB)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr TRS FLT RT BD (TFLO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Eli Lilly & Co. (LLY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Series Trust State Street Spd (SPSB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Wellington Grp

Top funds holding Schwab U S Broad Market ETF

Gallagher Fiduciary Advisors
Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
Ubs Global Asset Management Americas
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF