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Schwab U S Broad Market ETF shares owned by Wrenne Financial Planning

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

Historical chart of Wrenne 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 Wrenne Financial Planning 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 Wrenne Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 76k 66.52
2024-06-30 $4.6M 73k 62.87
2024-03-31 $5.1M 84k 61.05

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View all positions for Wrenne Financial Planning

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF