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Schwab U S Broad Market ETF shares owned by Financial Management Professionals

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

Historical chart of Financial Management Professionals 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 Management Professionals 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 Management Professionals

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 90k 25.71
2025-06-30 $2.3M 98k 23.83
2025-03-31 $2.2M 104k 21.53
2024-12-31 $2.4M 107k 22.70
2024-09-30 $2.5M 38k 66.52
2024-06-30 $2.7M 43k 62.87
2024-03-31 $2.7M 44k 61.06
2023-12-31 $2.5M 45k 55.67
2023-09-30 $2.4M 49k 49.86
2023-06-30 $2.6M 50k 51.71
2023-03-31 $2.1M 44k 47.85
2022-12-31 $2.0M 45k 44.81
2022-09-30 $2.0M 49k 42.00
2022-06-30 $2.2M 50k 44.18
2022-03-31 $3.2M 61k 53.38
2021-12-31 $3.4M 30k 113.02
2021-09-30 $1.0M 9.7k 103.85
2021-06-30 $1.4M 13k 104.27
2021-03-31 $856k 8.8k 96.75
2020-12-31 $431k 4.7k 90.99
2020-09-30 $135k 1.7k 79.46
2020-06-30 $41k 553 74.14
2020-03-31 $37k 617 59.97
2019-12-31 $39k 507 76.92
2019-09-30 $10k 144 69.44
2019-06-30 $16M 229k 70.53
2019-03-31 $1.0k 15 66.67
2018-12-31 $1.0k 15 66.67
2018-09-30 $1.0k 15 66.67
2018-06-30 $1.0k 15 66.67
2018-03-31 $1.0k 15 66.67
2017-12-31 $0 15 0.00
2017-09-30 $0 5 0.00
2017-06-30 $999 19 52.63
2017-03-31 $999 65 15.38
2016-12-31 $3.0k 65 46.15
2016-09-30 $24k 465 51.61
2016-06-30 $442k 8.8k 50.19
2016-03-31 $2.8M 57k 49.28
2015-12-31 $12M 236k 49.04
2015-09-30 $8.7M 187k 46.43
2015-06-30 $9.0M 181k 49.83
2015-03-31 $12M 243k 50.48
2014-12-31 $15M 294k 49.82
2014-09-30 $5.0M 106k 47.54
2014-06-30 $5.1M 108k 47.71
2014-03-31 $4.8M 105k 45.71
2013-12-31 $0 11 0.00
2013-09-30 $0 1 0.00

More positions owned by Financial Management Professionals

Goldman Sachs Actvbeta US LRG ETF Etf (GSLC)
Schwab US Large Cap Growth ETF Etf (SCHG)
Dimensional Intern Core EQT MKT ETF Etf (DFAI)
Schwab US Large Cap ETF Etf (SCHX)
John Hancock Multifctr Mid CP ETF Etf (JHMM)
Goldman Sachs Actvbt International Equity ETF Etf (GSIE)
iShares Russell 1000 ETF IV Etf (IWB)
iShares MSCI USA Multifct ETF Etf (SMLF)
Vanguard S&P 500 ETF Etf (VOO)
Vanguard Total Bond Market ETF Etf (BND)
Vanguard Value ETF Stock (VTV)
iShares Core MSCI Emerging ETF Etf (IEMG)
Vanguard Large Cap ETF Etf (VV)
SPDR BLMBG SRT TR Int TRY BND ETF Etf (BWZ)
PIMCO 0-5 Year High YLD BND Idx ETF Etf (HYS)

View all positions for Financial Management Professionals

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