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Schwab U S Broad Market ETF shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management 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 Mowery & Schoenfeld Wealth Management 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $724 25 28.96

More positions owned by Mowery & Schoenfeld Wealth Management

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Wal-Mart Stores (WMT)
Northern Lts Fd Tr Ii Essen 40 Stk Etf (ESN)
Caterpillar (CAT)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
Ubs Global Asset Management Americas
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors
HT Partners

View all funds holding Schwab U S Broad Market ETF