Xulu »

Schwab U S Broad Market ETF shares owned by Xulu

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

Historical chart of Xulu 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 Xulu 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 Xulu

Quarter filed Position value Share count Share price at filing
2015-09-30 $9.1M 195k 46.38
2015-06-30 $7.8M 154k 50.59
2015-03-31 $6.0M 120k 50.43
2014-12-31 $1.4M 27k 49.72

More positions owned by Xulu

Ishares Tr cmn (STIP)
Ishares Inc core msci emkt (IEMG)
iShares Lehman Aggregate Bond (AGG)
iShares S&P 500 Index (IVV)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Sch Fnd Intl Lg Etf (FNDF)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Emerging Markets ETF (VWO)
iShares S&P 500 Value Index (IVE)
iShares MSCI EAFE Value Index (EFV)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Vanguard REIT ETF (VNQ)
Schwab Strategic Tr cmn (SCHV)
Schwab Emerging Markets Equity ETF (SCHE)

View all positions for Xulu

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Hengehold Capital Management
HB Wealth Management
Betterment
HT Partners
Hanson & Doremus Investment Management
Summit Financial Strategies
HHM Wealth Advisors
Rebalance
SCS Capital Management
Evensky & Katz
Ballentine Partners
Strid
CliftonLarsonAllen Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Broad Market ETF