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Schwab U S Broad Market ETF shares owned by New England Private Wealth Advisors

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

Historical chart of New England Private Wealth 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 New England Private Wealth Advisors 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 9.0k 25.71
2025-06-30 $213k 8.7k 24.48

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded SHS (FVD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Future Exponenti (XT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for New England Private Wealth 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