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Schwab U S Broad Market ETF shares owned by Founders Financial Alliance

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

Historical chart of Founders Financial Alliance 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 Founders Financial Alliance 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 Founders Financial Alliance

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 3.7k 66.52
2024-06-30 $234k 3.7k 62.87
2024-03-31 $854 14 61.07

More positions owned by Founders Financial Alliance

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Energy (XLE)
Duke Energy Corp Com New (DUK)
Amazon (AMZN)
First Ban (FBNC)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p400 (SPMD)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Founders Financial Alliance

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Hengehold Capital Management
HB Wealth Management
Betterment
HT Partners
Hanson & Doremus Investment Management
Summit Financial Strategies
HHM Wealth Advisors
Rebalance
SCS Capital Management
Evensky & Katz
Ballentine Partners
Strid
CliftonLarsonAllen Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Broad Market ETF