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Schwab U S Broad Market ETF shares owned by Magnolia Capital Advisors

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

Historical chart of Magnolia Capital 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 Magnolia Capital 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 Magnolia Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $401k 16k 25.71
2025-06-30 $390k 16k 23.83
2025-03-31 $326k 15k 21.53
2024-12-31 $263k 12k 22.70
2024-09-30 $236k 3.5k 66.52
2024-06-30 $224k 3.6k 62.87

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Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr TRS FLT RT BD (TFLO)
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Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
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Amazon (AMZN)
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View all positions for Magnolia Capital Advisors

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