Napier Financial »

Schwab U S Broad Market ETF shares owned by Napier Financial

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

Historical chart of Napier Financial 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 Napier Financial 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 Napier Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $262k 10k 25.10

More positions owned by Napier Financial

Ishares Russell MF Closed and MF Open (IWB)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (EFA)
Ishares 3-7yr MF Closed and MF Open (IEI)
Ishares Russell MF Closed and MF Open (IWD)
Vanguard Mid MF Closed and MF Open (VO)
First Trust MF Closed and MF Open (RDVY)
Wisdomtree Floating MF Closed and MF Open (USFR)
State Street MF Closed and MF Open (SPY)
Ishares Msci MF Closed and MF Open (EEM)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Vanguard Short MF Closed and MF Open (VCSH)
Ishares Russell MF Closed and MF Open (IWF)
Vanguard Intermediate MF Closed and MF Open (VCIT)
Spdr Gold MF Closed and MF Open (GLDM)

View all positions for Napier Financial

Top funds holding Schwab U S Broad Market ETF

Gallagher Fiduciary Advisors
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

View all funds holding Schwab U S Broad Market ETF