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Schwab U S Broad Market ETF shares owned by Dodds Wealth

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

Historical chart of Dodds Wealth 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 Dodds Wealth 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 Dodds Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 185k 61.05
2023-12-31 $8.4M 150k 55.67

More positions owned by Dodds Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Select Sector Spdr Tr Technology (XLK)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Broad Usd High (USHY)

View all positions for Dodds Wealth

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