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Schwab U S Broad Market ETF shares owned by Eaton Financial Holdings Company

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

Historical chart of Eaton Financial Holdings Company 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 Eaton Financial Holdings Company 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 Eaton Financial Holdings Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 42k 25.71

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J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
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NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Int-utils (XLU)
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Microsoft Corporation (MSFT)
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Spdr Series Trust Prtflo S&p500 Vl (SPYV)

View all positions for Eaton Financial Holdings Company

Top funds holding Schwab U S Broad Market ETF

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HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF