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Schwab U S Broad Market ETF shares owned by Blueprint Financial Advisors

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

Historical chart of Blueprint Financial Advisors 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 Blueprint Financial Advisors 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 Blueprint Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 190k 25.71
2025-06-30 $4.8M 203k 23.83
2025-03-31 $4.5M 208k 21.53

More positions owned by Blueprint Financial Advisors

Tidal Trust Ii Blueprint Chesap (TFPN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Listed Fds Tr Swan Hedged Eqty (HEGD)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust Bloomberg Intl T (BWX)
Ishares Tr Core S&p500 Etf (IVV)
Sprott Asset Management Physical Silver (PSLV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
MPLX Com Unit Rep Ltd (MPLX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Blueprint Financial Advisors

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