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Schwab U S Broad Market ETF shares owned by Alley Investment Management Company

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

Historical chart of Alley Investment Management Company 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 Alley Investment Management Company 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 Alley Investment Management Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 3.6k 61.05

More positions owned by Alley Investment Management Company

JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Ameriprise Financial (AMP)
Apple (AAPL)
Abbvie (ABBV)
Home Depot (HD)
Paychex (PAYX)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Union Pacific Corporation (UNP)
Merck & Co (MRK)
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
Accenture (ACN)
BlackRock (BLK)
Costco Wholesale Corporation (COST)
Amazon (AMZN)

View all positions for Alley Investment Management Company

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF