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Schwab U S Broad Market ETF shares owned by McClarren Financial Advisors

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

Historical chart of McClarren Financial 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 McClarren Financial 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 McClarren Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $31k 550 56.36
2023-09-30 $27k 547 49.36
2023-06-30 $28k 545 51.38
2023-03-31 $27k 594 45.45
2022-12-31 $26k 592 43.92
2022-09-30 $24k 589 40.75

More positions owned by McClarren Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard World Mega Cap Index (MGC)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Msci Kld400 Soc (DSI)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for McClarren Financial Advisors

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF