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Schwab U S Broad Market ETF shares owned by Northstar Financial Companies

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Northstar Financial Companies from 13F filings

Historical chart of Northstar Financial Companies 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 Northstar Financial Companies 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 Northstar Financial Companies

Quarter filed Position value Share count Share price at filing
2025-09-30 $364k 14k 25.71

More positions owned by Northstar Financial Companies

Ishares Tr Rus 1000 Etf (IWB)
Visa Com Cl A (V)
Apple (AAPL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Verizon Communications (VZ)
Chevron Corporation (CVX)
Pepsi (PEP)
Ishares Tr Core S&p Ttl Stk (ITOT)
AFLAC Incorporated (AFL)
Raytheon Technologies Corp (RTX)

View all positions for Northstar Financial Companies

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