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Schwab U S Broad Market ETF shares owned by NWF Advisory Services

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by NWF Advisory Services from 13F filings

Historical chart of NWF Advisory Services 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 NWF Advisory Services 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 NWF Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 8.3k 25.10
2025-03-31 $1.8M 85k 21.53

More positions owned by NWF Advisory Services

Alibaba Group Hldg Sponsored Ads Call Option (BABA)
Chevron Corporation Call Option (CVX)
UnitedHealth Call Option (UNH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr State Street Tec (XLK)
Apple (AAPL)
Spdr Series Trust State Street Spd (SDY)
Micron Technology (MU)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
Occidental Petroleum Corporation (OXY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Amazon (AMZN)

View all positions for NWF Advisory Services

Top funds holding Schwab U S Broad Market ETF

Gallagher Fiduciary Advisors
Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
Ubs Global Asset Management Americas
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF