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Schwab U S Broad Market ETF shares owned by Next Capital Management

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

Historical chart of Next Capital 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 Next Capital 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 Next Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $849k 33k 25.71
2025-06-30 $785k 33k 23.83
2025-03-31 $707k 33k 21.53

More positions owned by Next Capital Management

Ishares Core S&p 500 Etf Uie (IVV)
Apollo Investment Corp. (MFIC)
Blackrock Tcp Cap Corp (TCPC)
Invsc Qqq Trust Srs 1 Etf Uie (QQQ)
Facebook Inc cl a (META)
Ishares Core Msci Eafe Etf Uie (IEFA)
Amazon (AMZN)
Ishares Russell 1000 Growth Etf Uie (IWF)
Vanguard Total Stock Market Etf Uie (VTI)
Apple (AAPL)
Ishares Core Msci Emerging Etf Uie (IEMG)
Vanguard S&p 500 Etf Uie (VOO)
Ishares S&p 500 Growth Etf Uie (IVW)
Ishares Core S&p Small Cap Etf Uie (IJR)
NVIDIA Corporation (NVDA)

View all positions for Next Capital Management

Top funds holding Schwab U S Broad Market ETF

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View all funds holding Schwab U S Broad Market ETF