Exchange Bank »

Schwab U S Broad Market ETF shares owned by Exchange Bank

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

Historical chart of Exchange Bank 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 Exchange Bank consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Exchange Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 26k 61.05
2023-12-31 $1.5M 26k 55.67
2023-09-30 $1.3M 26k 49.85
2023-06-30 $1.5M 28k 51.70

More positions owned by Exchange Bank

Ishares Core Total Us Bond Mutual Funds/fi (AGG)
Ishares National Amt-free Muni Mutual Funds / (MUB)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Johnson & Johnson Common Stock (JNJ)
Chevron Corp Common Stock (CVX)
Procter & Gamble Common Stock (PG)
Vanguard Total Stock Market Etf Mutual Funds/eq (VTI)
Exxon Mobil Corp Common Stock (XOM)
Vanguard Total Bond Market Etf Mutual Funds/fi (BND)
Caterpillar Common Stock (CAT)
Jp Morgan Chase & Co Common Stock (JPM)
Union Pacific Corp Common Stock (UNP)
Walmart Common Stock (WMT)
Merck & Co Common Stock (MRK)

View all positions for Exchange Bank

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