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Schwab U S Broad Market ETF shares owned by CVFG

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

Historical chart of CVFG 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 CVFG 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 CVFG

Quarter filed Position value Share count Share price at filing
2026-03-31 $342k 14k 25.10

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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