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Schwab U S Broad Market ETF shares owned by Broadway Wealth Solutions

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

Historical chart of Broadway Wealth Solutions 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 Broadway Wealth Solutions 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 Broadway Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $267k 11k 25.10

More positions owned by Broadway Wealth Solutions

Spdr Series Trust State Street Spd (SPYM)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Fidelity Covington Trust Enhanced Mid (FMDE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Spdr Series Trust State Street Spd (SPTL)
J P Morgan Exchange Traded F Active Growth (JGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Neuberger Berman Etf Trust Small Mid Cap Et (NBSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Broadway Wealth Solutions

Top funds holding Schwab U S Broad Market ETF

Gallagher Fiduciary Advisors
Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
Ubs Global Asset Management Americas
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF