Momentum Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

More positions owned by Momentum Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
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
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Callan Capital
Retirement Planning Group
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF