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Schwab U S Broad Market ETF shares owned by Heritage Wealth Partners

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

Historical chart of Heritage Wealth Partners 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 Wealth Partners 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $383k 18k 21.53
2024-09-30 $392k 5.9k 66.52
2024-06-30 $372k 5.9k 62.87

More positions owned by Heritage Wealth Partners

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Exxon Mobil Corporation (XOM)

View all positions for Heritage Wealth Partners

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