Axos Invest »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Axos Invest consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Axos Invest

Quarter filed Position value Share count Share price at filing
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)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Tips Bd Etf (TIP)
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)
Pimco Etf Tr 0-5 High Yield (HYS)
Vanguard World Inf Tech Etf (VGT)

View all positions for Axos Invest

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF