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Schwab U S Broad Market ETF shares owned by Adviser Investments

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

Historical chart of Adviser Investments 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 Adviser Investments 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 Adviser Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 39k 61.05
2023-12-31 $2.2M 39k 55.67
2023-09-30 $1.9M 39k 49.85
2023-06-30 $2.0M 39k 51.70

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio Crport (SPBO)
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View all positions for Adviser Investments

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