Westwood Wealth Management »

Schwab U S Broad Market ETF shares owned by Westwood Wealth Management

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

Historical chart of Westwood Wealth Management 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 Westwood Wealth Management 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 Westwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 47k 26.23

More positions owned by Westwood Wealth Management

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Series Trust State Street Spd (SPYG)
T Rowe Price Etf Price Grw Stock (TGRW)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Wisdomtree Tr Us Midcap Fund (EZM)
Spdr Series Trust State Street Spd (SJNK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Quanta Services (PWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Westwood Wealth Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Strid
HighTower Advisors
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
BKD Wealth Advisors
Evergreen Advisors
HT Partners
AlphaCore Capital
TruNorth Capital Management

View all funds holding Schwab U S Broad Market ETF