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Schwab U S Broad Market ETF shares owned by Axos Invest

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

Historical chart of Axos Invest investment in Schwab U S Broad Market ETF

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 294M4.5M5M80k100k120k140k160k
Value ($)Share countHistorical SCHB position of Axos Invest Source: stockzoa.comValue ($)Share count

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All positions including Schwab U S Broad Market ETF held by Axos Invest 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 Axos Invest

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.6M 161k 22.70
2024-09-30 $5.1M 76k 66.52

More positions owned by Axos Invest

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Inf Tech Etf (VGT)
Pimco Etf Tr 0-5 High Yield (HYS)

View all positions for Axos Invest

Top funds holding Schwab U S Broad Market ETF

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SCS Capital Management
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
HT Partners
Hanson & Doremus Investment Management
Callan Capital
BKD Wealth Advisors
Empower Advisory Group

View all funds holding Schwab U S Broad Market ETF