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Schwab U S Broad Market ETF shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service 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 Financial Advisory Service 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 Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 39k 55.67
2023-09-30 $2.0M 41k 49.85
2023-06-30 $2.1M 41k 51.70
2023-03-31 $2.0M 42k 47.85
2022-12-31 $1.9M 42k 44.81
2022-09-30 $1.7M 40k 41.98
2022-06-30 $1.4M 32k 44.18
2022-03-31 $1.5M 27k 53.40
2021-12-31 $1.5M 14k 113.02
2021-09-30 $1.4M 14k 103.84
2021-06-30 $1.4M 14k 104.30
2021-03-31 $1.3M 14k 96.74
2020-12-31 $1.2M 14k 91.02
2020-09-30 $1.3M 16k 79.63
2020-06-30 $1.4M 18k 73.46
2020-03-31 $1.1M 17k 60.41
2019-12-31 $1.2M 15k 76.91
2019-09-30 $1.0M 14k 71.03
2019-06-30 $1.0M 14k 70.54
2019-03-31 $971k 14k 68.02
2018-12-31 $820k 14k 59.94
2018-09-30 $868k 12k 70.35
2018-06-30 $833k 13k 65.99
2018-03-31 $758k 12k 63.76
2017-12-31 $1.1M 17k 64.51
2017-09-30 $1.1M 17k 60.89
2017-06-30 $921k 16k 58.45
2017-03-31 $847k 15k 57.04
2016-12-31 $795k 15k 54.21
2016-09-30 $713k 14k 52.29
2016-06-30 $745k 15k 50.29
2016-03-31 $732k 15k 49.31
2015-12-31 $1.6M 33k 49.03
2015-09-30 $1.7M 38k 46.37
2015-06-30 $25M 499k 50.23
2015-03-31 $27M 535k 50.48
2014-12-31 $26M 530k 49.82
2014-09-30 $24M 514k 47.55
2014-06-30 $24M 510k 47.72

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF