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

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

Historical chart of Financial Services Advisory 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 Services Advisory 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 Services Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $24M 422k 55.67
2019-12-31 $15M 200k 76.88
2019-09-30 $15M 205k 71.02
2019-06-30 $8.8M 125k 70.53
2019-03-31 $18M 257k 68.05
2018-09-30 $3.6M 52k 70.39
2018-06-30 $1.2M 17k 65.99

More positions owned by Financial Services Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 100 Etf (OEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Etf (IWB)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard World Mega Cap Index (MGC)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Financial Services Advisory

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