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Schwab U S Broad Market ETF shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2026-06-30 $485k 17k 28.96
2026-03-31 $431k 17k 25.10
2025-12-31 $439k 17k 26.23

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Microsoft Corporation (MSFT)
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View all positions for Catalytic Wealth RIA

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