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Schwab U S Broad Market ETF shares owned by Financial Network Wealth Advisors

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

Historical chart of Financial Network Wealth Advisors 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 Network Wealth Advisors 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 Network Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $63k 2.4k 25.71
2025-06-30 $58k 2.4k 23.83
2025-03-31 $52k 2.4k 21.53

More positions owned by Financial Network Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Global X Fds 1-3 Month T-bill (CLIP)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vaneck Etf Trust High Yld Munietf (HYD)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
McDonald's Corporation (MCD)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)

View all positions for Financial Network Wealth Advisors

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