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Schwab U S Broad Market ETF shares owned by Everest Financial Group

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

Historical chart of Everest Financial Group 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 Everest Financial Group 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 Everest Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $262k 10k 25.10

More positions owned by Everest Financial Group

Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Servicenow (NOW)
Palo Alto Networks (PANW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Everest Financial Group

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