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Schwab U S Broad Market ETF shares owned by Strategic Equity Management

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

Historical chart of Strategic Equity Management 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 Strategic Equity Management 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 Strategic Equity Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $405k 6.6k 61.05
2023-12-31 $379k 6.8k 55.67
2023-09-30 $2.5M 51k 49.85
2023-06-30 $2.7M 52k 51.70
2023-03-31 $2.6M 55k 47.85
2022-12-31 $3.9M 87k 44.81
2022-06-30 $1.2M 28k 44.20
2022-03-31 $1.5M 29k 53.38

More positions owned by Strategic Equity Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Top 200 Etf (IWL)
Blackrock Etf Trust Ii Flexible Income (BINC)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Timothy Plan Hig Dv Stk Etf (TPHD)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Strategic Equity Management

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