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Schwab U S Broad Market ETF shares owned by OneAscent Investment Solutions

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by OneAscent Investment Solutions from 13F filings

Historical chart of OneAscent Investment Solutions 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 OneAscent Investment Solutions 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 OneAscent Investment Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $345k 12k 28.96

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View all positions for OneAscent Investment Solutions

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