Us Financial Advisors »

Schwab U S Broad Market ETF shares owned by Us Financial Advisors

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

Historical chart of Us Financial 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 Us Financial Advisors 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 Us Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $212k 3.5k 61.05
2021-03-31 $5.2M 54k 96.71
2020-12-31 $4.5M 49k 90.98

More positions owned by Us Financial Advisors

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Value (VLUE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Us Financial 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