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Schwab U S Broad Market ETF shares owned by Equita Financial Network

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

Historical chart of Equita Financial Network 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 Equita Financial Network 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 Equita Financial Network

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 94k 66.52
2024-06-30 $5.9M 93k 62.87
2024-03-31 $6.8M 111k 61.05
2023-12-31 $9.0M 162k 55.67
2023-09-30 $7.8M 157k 49.85

More positions owned by Equita Financial Network

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Extend Mkt Etf (VXF)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Equita Financial Network

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF