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Schwab U S Broad Market ETF shares owned by Gallagher Fiduciary Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Gallagher Fiduciary Advisors from 13F filings

Historical chart of Gallagher Fiduciary Advisors 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 Gallagher Fiduciary Advisors 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 Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 1.0M 25.71
2025-06-30 $2.7M 65M 0.04
2025-03-31 $58M 2.7M 21.53

More positions owned by Gallagher Fiduciary Advisors

McDonald's Corporation (MCD)
PG&E Corporation (PCG)
Delta Air Lines Inc Del Com New (DAL)
Cbre Group Cl A (CBRE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Franklin Resources (BEN)
American Centy Etf Tr Diversifid Crp (KORP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr 10+ Yr Invst Grd (IGLB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Gallagher Fiduciary Advisors

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF