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Schwab U S Broad Market ETF shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp 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 Consolidated Portfolio Review Corp 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 Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $212k 3.5k 61.04
2023-09-30 $203k 4.1k 49.85
2023-06-30 $266k 5.2k 51.70
2023-03-31 $244k 5.1k 47.85

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NVIDIA Corporation (NVDA)

View all positions for Consolidated Portfolio Review Corp

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