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Schwab U S Broad Market ETF shares owned by Allegiance Financial Group Advisory Services

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Allegiance Financial Group Advisory Services from 13F filings

Historical chart of Allegiance Financial Group Advisory Services 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 Allegiance Financial Group Advisory Services 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 Allegiance Financial Group Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $487k 19k 25.71
2025-06-30 $397k 17k 23.83

More positions owned by Allegiance Financial Group Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Short Duration F (DFSD)
Microsoft Corporation (MSFT)
American Centy Etf Tr International Lr (AVIV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Broad Usd High (USHY)
American Centy Etf Tr Real Estate Etf (AVRE)
American Centy Etf Tr Emerging Mkt Val (AVES)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Allegiance Financial Group Advisory Services

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF