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Schwab U S Broad Market ETF shares owned by Altus Wealth Group

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

Historical chart of Altus Wealth Group 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 Altus Wealth Group 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 Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 41k 26.23
2025-09-30 $1.1M 41k 25.71

More positions owned by Altus Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Builders FirstSource (BLDR)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Altus Wealth Group

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Strid
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