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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
2024-06-30 $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)
Select Sector Spdr Tr Energy (XLE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Duke Energy Corp Com New (DUK)
First Ban (FBNC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Founders Financial Alliance

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Strategic Financial Concepts
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HT Partners
HB Wealth Management
Evergreen Advisors
Callan Capital
Hanson & Doremus Investment Management
Retirement Planning Group

View all funds holding Schwab U S Broad Market ETF