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Schwab U S Broad Market ETF shares owned by Clarity Wealth Advisors

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

Historical chart of Clarity Wealth 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 Clarity Wealth 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 Clarity Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $539k 8.8k 61.05
2023-12-31 $525k 9.4k 55.67
2023-09-30 $469k 9.4k 49.85
2023-06-30 $532k 10k 51.70

More positions owned by Clarity Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard World Consum Dis Etf (VCR)
Visa Com Cl A (V)

View all positions for Clarity Wealth 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