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

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

Historical chart of Acumen 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 Acumen 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 Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $118k 4.1k 28.96

More positions owned by Acumen Wealth Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis All Int (AVNM)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Amazon (AMZN)
Ishares Core Msci Emkt (IEMG)
Micron Technology (MU)

View all positions for Acumen Wealth Advisors

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
Ubs Global Asset Management Americas
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors
HT Partners

View all funds holding Schwab U S Broad Market ETF