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Schwab U S Broad Market ETF shares owned by Westshore Wealth

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

Historical chart of Westshore Wealth 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 Westshore Wealth 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 Westshore Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 8.5k 25.71
2025-06-30 $202k 8.5k 23.83

More positions owned by Westshore Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Amneal Pharmaceuticals Com Stk Cl A (AMRX)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)
United Parcel Service CL B (UPS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Mid Cap Etf (IWR)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Westshore Wealth

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