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Schwab U S Broad Market ETF shares owned by Heritage Financial Services

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

Historical chart of Heritage Financial Services investment in Schwab U S Broad Market ETF

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All positions including Schwab U S Broad Market ETF held by Heritage Financial Services 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 Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $470k 7.1k 66.52
2024-06-30 $472k 7.5k 62.87
2024-03-31 $432k 7.1k 61.05
2023-12-31 $438k 7.9k 55.67

More positions owned by Heritage Financial Services

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust International (DFSI)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF