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Schwab U S Broad Market ETF shares owned by Hershey Financial Advisers

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

Historical chart of Hershey Financial Advisers 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 Hershey Financial Advisers 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 Hershey Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $630k 25k 25.71
2024-12-31 $1.6M 71k 22.70
2024-06-30 $3.6k 57 62.88

More positions owned by Hershey Financial Advisers

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Conv Bd Etf (ICVT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Portfolio Intrmd (SPIB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Warner Bros Discovery Com Ser A (WBD)
Applied Materials (AMAT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Allstate Corporation (ALL)

View all positions for Hershey Financial Advisers

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