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Schwab U S Broad Market ETF shares owned by Advisortrust Partners

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

Historical chart of Advisortrust Partners 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 Advisortrust Partners 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 Advisortrust Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $759k 29k 26.23

More positions owned by Advisortrust Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr U.s. Finls Etf (IYF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Consum Discre (IYC)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
PNC Financial Services (PNC)
Target Corporation (TGT)
Medtronic SHS (MDT)
Merck & Co (MRK)

View all positions for Advisortrust Partners

Top funds holding Schwab U S Broad Market ETF

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Betterment
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SCS Capital Management
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HighTower Advisors
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
BKD Wealth Advisors
Evergreen Advisors
HT Partners
AlphaCore Capital
TruNorth Capital Management

View all funds holding Schwab U S Broad Market ETF