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Schwab U S Broad Market ETF shares owned by Leo Wealth

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

Historical chart of Leo 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 Leo 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 Leo Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 50k 60.90
2023-12-31 $3.0M 50k 59.38

More positions owned by Leo Wealth

Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
Affirm Hldgs Com Cl A (AFRM)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Amazon (AMZN)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Leo 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