Schwab U S Broad Market ETF shares owned by Northwest Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Northwest Financial Advisors
from 13F filings
Historical chart of Northwest Financial 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 Northwest Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Northwest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $214k | 8.3k | 25.71 |
| 2024-12-31 | $201k | 8.9k | 22.70 |
| 2024-09-30 | $200k | 3.0k | 66.51 |
| 2024-06-30 | $188k | 3.0k | 62.87 |
| 2024-03-31 | $183k | 3.0k | 61.05 |
| 2023-12-31 | $166k | 3.0k | 55.67 |
More positions owned by Northwest Financial Advisors
View all positions for Northwest Financial Advisors