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Schwab U S Broad Market ETF shares owned by Claris Advisors, Llc / Mo /

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Claris Advisors, Llc / Mo / from 13F filings

Historical chart of Claris Advisors, Llc / Mo / 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 Claris Advisors, Llc / Mo / 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 Claris Advisors, Llc / Mo /

Quarter filed Position value Share count Share price at filing
2024-03-31 $236k 3.9k 61.05
2023-12-31 $215k 3.9k 55.67

More positions owned by Claris Advisors, Llc / Mo /

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Microsoft Corporation (MSFT)

View all positions for Claris Advisors, Llc / Mo /

Top funds holding Schwab U S Broad Market ETF

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Evergreen Advisors
Retirement Planning Group
Callan Capital
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF