HC Advisors »

Schwab U S Broad Market ETF shares owned by HC Advisors

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

Historical chart of HC 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 HC Advisors 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 HC Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $214k 3.4k 62.87
2024-03-31 $207k 3.4k 61.05

More positions owned by HC Advisors

Schwab Strategic Tr Intrm Trm Tres (SCHR)
First Tr Morningstar Div Lea SHS (FDL)
Ishares Tr U.s. Tech Etf (IYW)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Us Smallcap Divd (DES)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Us Hlthcare Etf (IYH)
Vanguard Consumer Staples Consum Stp Etf (VDC)
Ishares Tr U.s. Finls Etf (IYF)
Schwab US Agg Bond ETF Us Aggregate B (SCHZ)
Ishares Tr Gbl Comm Svc Etf (IXP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Fds Energy Etf (VDE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for HC Advisors

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