Helium Advisors »

Schwab U S Broad Market ETF shares owned by Helium Advisors

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

Historical chart of Helium 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 Helium 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 Helium Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $308k 11k 28.96

More positions owned by Helium Advisors

Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
ViaSat (VSAT)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Helium Advisors

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
Ubs Global Asset Management Americas
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors
HT Partners

View all funds holding Schwab U S Broad Market ETF