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Schwab U S Broad Market ETF shares owned by Momentum Advisors

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

Historical chart of Momentum 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 Momentum 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 Momentum Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $742k 17k 44.81
2022-09-30 $738k 18k 41.99
2022-06-30 $731k 17k 44.17

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Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Gold Tr Gold Shs (GLD)
Impact Shs Tr I Naacp Mino Etf (NACP)
Select Sector Spdr Tr Energy (XLE)
Meta Platforms Cl A (META)
Flexshares Tr Stox Us Esg Slct (ESG)
Etf Ser Solutions Aptus Defined (DRSK)
United Parcel Service CL B (UPS)

View all positions for Momentum Advisors

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Hengehold Capital Management
HB Wealth Management
Betterment
HT Partners
Hanson & Doremus Investment Management
Summit Financial Strategies
HHM Wealth Advisors
Rebalance
SCS Capital Management
Evensky & Katz
Ballentine Partners
Strid
CliftonLarsonAllen Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Broad Market ETF