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Schwab U S Broad Market ETF shares owned by Clear Trail Advisors

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

Historical chart of Clear Trail 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 Clear Trail 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 Clear Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $311k 11k 28.96

More positions owned by Clear Trail Advisors

Darden Restaurants (DRI)
Exxon Mobil Corp
Apple (AAPL)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
General Mills (GIS)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Northern Lts Fd Tr Ii Weitz Core Plus (WCPB)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Income Etf (JPIE)

View all positions for Clear Trail Advisors

Top funds holding Schwab U S Broad Market ETF

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
HT Partners

View all funds holding Schwab U S Broad Market ETF