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Schwab U S Broad Market ETF shares owned by Naviter Wealth

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

Historical chart of Naviter Wealth 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 Naviter Wealth 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 Naviter Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $481k 7.2k 66.52
2024-06-30 $456k 7.2k 63.07

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View all positions for Naviter Wealth

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HB Wealth Management
Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
Accredited Investors
National Bank Of Canada /fi/
Summit Financial Strategies

View all funds holding Schwab U S Broad Market ETF