Financial Life Planners »

Schwab U S Broad Market ETF shares owned by Financial Life Planners

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

Historical chart of Financial Life Planners 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 Life Planners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Financial Life Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $27k 1.1k 25.70
2024-12-31 $94k 4.1k 22.70

More positions owned by Financial Life Planners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Robinhood Mkts Com Cl A (HOOD)
Palantir Technologies Cl A (PLTR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Axon Enterprise (AXON)
Vanguard World Mega Grwth Ind (MGK)
Ark Etf Tr Fintech Innova (ARKF)
Costco Wholesale Corporation (COST)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)

View all positions for Financial Life Planners

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF