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Schwab U S Broad Market ETF shares owned by Heritage Trust

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

Historical chart of Heritage Trust 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 Heritage Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $756k 26k 28.96

More positions owned by Heritage Trust

Apple Common Stock (AAPL)
Johnson & Johnson Common Stock (JNJ)
Microsoft Corp Common Stock (MSFT)
State Street Spdr S&p 500 Etf-equity (SPY)
Alphabet Common Stock (GOOG)
Vanguard Etf-equity (VEA)
Abbvie Common Stock (ABBV)
Invesco Etf-equity (RSP)
Jpmorgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Walmart Common Stock (WMT)
Micron Technology Common Stock (MU)
Qualcomm Common Stock (QCOM)
Angel Oak Etf-fixed Incom (UYLD)
Caterpillar Common Stock (CAT)

View all positions for Heritage Trust

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