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Schwab U S Broad Market ETF shares owned by Farther Finance Advisors

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

Historical chart of Farther Finance Advisors 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 Farther Finance Advisors 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 Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 20k 60.89
2023-12-31 $1.3M 24k 55.67
2023-09-30 $1.1M 22k 49.85
2023-06-30 $930k 18k 51.70
2023-03-31 $209k 4.4k 47.85
2022-12-31 $141k 3.1k 44.81

More positions owned by Farther Finance Advisors

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Nvidia Corporation Stock (NVDA)
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Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)
Apple Stock (AAPL)
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Microsoft Corp Stock (MSFT)
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Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)

View all positions for Farther Finance Advisors

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