Financial Solutions Advisory Group »

Schwab U S Broad Market ETF shares owned by Financial Solutions Advisory Group

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

Historical chart of Financial Solutions Advisory Group 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 Solutions Advisory Group 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 Solutions Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.9M 195k 25.10

More positions owned by Financial Solutions Advisory Group

Spdr Series Trust State Street Spd (SPTS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Select Sector Spdr Tr State Street Tec (XLK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Broadcom (AVGO)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Financial Solutions Advisory Group

Top funds holding Schwab U S Broad Market ETF

Gallagher Fiduciary Advisors
Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
Ubs Global Asset Management Americas
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF