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Schwab U S Broad Market ETF shares owned by Barnes Wealth Management Group

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

Historical chart of Barnes Wealth Management 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 Barnes Wealth Management 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 Barnes Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $446k 17k 25.71
2025-06-30 $413k 17k 23.83
2025-03-31 $372k 17k 21.53
2024-12-31 $302k 13k 22.70

More positions owned by Barnes Wealth Management Group

Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr S&p 100 Etf (OEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Barnes Wealth Management Group

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
AlphaCore Capital
HT Partners

View all funds holding Schwab U S Broad Market ETF