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Schwab U S Broad Market ETF shares owned by Crescent Grove Advisors

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

Historical chart of Crescent Grove Advisors 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 Crescent Grove Advisors 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 Crescent Grove Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $244k 4.0k 61.05
2023-12-31 $223k 4.0k 55.67
2023-06-30 $207k 4.0k 51.70

More positions owned by Crescent Grove Advisors

Zurn Water Solutions Comm (ZWS)
Dun & Bradstreet Holdings Comm (DNB)
iShares S&P 500 ETF Etf (IVV)
Fidelity National Info Srvcs Comm (FIS)
NCR Voyix Comm (VYX)
CDW Corporation Comm (CDW)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Total Stock Market ETF Etf (VTI)
NCR Atleos Comm (NATL)
iShares Core S&P Small-Cap ETF Etf (IJR)
Intercontinental Comm (ICE)
Apple Comm (AAPL)
Invesco Powershares QQQ ETF Etf (QQQ)
iShares Core S&P Total US Stock Market ETF Etf (ITOT)
iShares Core S&P Mid-Cap ETF Etf (IJH)

View all positions for Crescent Grove Advisors

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