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

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

Historical chart of CWS 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 CWS 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 CWS Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 8.6k 25.71
2025-06-30 $205k 8.6k 23.83

More positions owned by CWS Financial Advisors

Stryker Corporation (SYK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Core Balanced SHS (CGBL)

View all positions for CWS 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