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Schwab U S Broad Market ETF shares owned by Freedom Wealth Alliance

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

Historical chart of Freedom Wealth 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 Freedom Wealth 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 Freedom Wealth Alliance

Quarter filed Position value Share count Share price at filing
2023-09-30 $14M 270k 49.85
2023-06-30 $14M 262k 52.61
2023-03-31 $13M 262k 47.85
2022-12-31 $12M 259k 44.81

More positions owned by Freedom Wealth Alliance

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Amplify Etf Tr High Income (YYY)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Freedom Wealth Alliance

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF