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Schwab U S Broad Market ETF shares owned by Lake Street Financial

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

Historical chart of Lake Street Financial 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 Lake Street Financial 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 Lake Street Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 61k 26.23

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View all positions for Lake Street Financial

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Strid
Evensky & Katz
HighTower Advisors
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
BKD Wealth Advisors
AlphaCore Capital
HT Partners
TruNorth Capital Management
HHM Wealth Advisors

View all funds holding Schwab U S Broad Market ETF