NBZ Investment Advisors »

Schwab U S Broad Market ETF shares owned by NBZ Investment Advisors

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

Historical chart of NBZ Investment 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 NBZ Investment 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 NBZ Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1M 313k 25.71
2025-06-30 $7.5M 314k 23.83

More positions owned by NBZ Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Tidal Trust I Fundstrat Granny (GRNY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
T Rowe Price Etf Us Equity Resear (TSPA)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Capitol Ser Tr Fairlead Tactica (TACK)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Aim Etf Products Trust Allianzim Us Eq (FEBU)
Ark Etf Tr Innovation Etf (ARKK)
Apple (AAPL)
T Rowe Price Etf Price Blue Chip (TCHP)
NVIDIA Corporation (NVDA)

View all positions for NBZ Investment Advisors

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF