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Schwab U S Broad Market ETF shares owned by Financial Designs Corp

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

Historical chart of Financial Designs Corp 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 Designs Corp 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 Designs Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 47k 61.05
2023-09-30 $6.1M 122k 49.85
2023-06-30 $6.4M 123k 51.70
2023-03-31 $3.8M 80k 47.85
2022-12-31 $2.8M 62k 44.81

More positions owned by Financial Designs Corp

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core Msci Total (IXUS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Invesco Actively Managed Etf Total Return (GTO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Designs Corp

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF