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Schwab U S Broad Market ETF shares owned by LexAurum Advisors

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

Historical chart of LexAurum Advisors 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 LexAurum Advisors 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 LexAurum Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $467k 21k 22.70
2024-09-30 $456k 6.9k 66.52
2024-06-30 $239k 3.8k 62.87
2024-03-31 $232k 3.8k 61.05
2023-12-31 $203k 3.7k 55.67

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View all positions for LexAurum Advisors

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF