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Schwab U S Broad Market ETF shares owned by Nicholas Hoffman & Company

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Nicholas Hoffman & Company from 13F filings

Historical chart of Nicholas Hoffman & Company investment in Schwab U S Broad Market ETF

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All positions including Schwab U S Broad Market ETF held by Nicholas Hoffman & Company 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 Nicholas Hoffman & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 23k 66.52
2024-06-30 $1.5M 24k 62.87
2024-03-31 $1.4M 23k 61.05
2023-12-31 $1.2M 22k 55.67
2023-09-30 $1.2M 23k 49.85
2023-06-30 $1.2M 23k 51.70
2023-03-31 $1.1M 23k 47.85
2022-12-31 $1.0M 23k 44.81
2022-09-30 $964k 23k 41.99
2022-06-30 $1.0M 23k 44.18
2022-03-31 $1.2M 23k 53.38
2021-12-31 $1.3M 11k 112.99
2021-09-30 $1.2M 11k 103.89
2021-06-30 $1.2M 11k 104.25
2021-03-31 $1.1M 11k 96.69
2020-12-31 $1.0M 11k 90.98
2020-09-30 $905k 11k 79.64
2020-06-30 $835k 11k 73.48
2020-03-31 $684k 11k 60.39
2019-12-31 $1.0M 14k 76.86
2019-09-30 $969k 14k 71.00
2019-06-30 $1.0M 14k 70.54
2019-03-31 $974k 14k 68.02
2018-12-31 $858k 14k 59.92
2018-09-30 $850k 12k 70.42
2018-06-30 $797k 12k 66.03
2018-03-31 $770k 12k 63.79
2017-12-31 $778k 12k 64.53
2017-09-30 $563k 9.2k 60.88
2017-06-30 $262k 4.5k 58.57
2017-03-31 $258k 4.5k 57.07
2016-12-31 $246k 4.5k 54.59
2016-09-30 $238k 4.6k 52.27
2016-06-30 $228k 4.5k 50.36

More positions owned by Nicholas Hoffman & Company

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Dividend Appreciation Etf Etf (VIG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Small-cap Etf Etf (VB)
Invesco Qqq Trust Series I Etf (QQQ)
Microsoft Corp Stock (MSFT)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Broadcom Stock (AVGO)
Apple Stock (AAPL)
Accenture Plc Ireland Shs Class A Stock (ACN)

View all positions for Nicholas Hoffman & Company

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF