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Schwab U S Broad Market ETF shares owned by North Ridge Wealth Advisors

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

Historical chart of North Ridge 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 North Ridge 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 North Ridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5k 60 25.72
2025-06-30 $1.4k 60 23.83
2025-03-31 $1.3k 60 21.53
2024-12-31 $1.4k 60 22.70

More positions owned by North Ridge Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Extended Dur (EDV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Intl Trea Bd Etf (IGOV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for North Ridge 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