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Schwab U S Broad Market ETF shares owned by Opulen Financial Group

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

Historical chart of Opulen Financial Group 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 Opulen Financial Group 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 Opulen Financial Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $572k 20k 29.31
2026-06-30 $527k 18k 28.96
2026-03-31 $346k 14k 25.10

More positions owned by Opulen Financial Group

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Vanguard Index Fds MRNGSTR SML CP V (VBR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Opulen Financial Group

Top funds holding Schwab U S Broad Market ETF

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
HT Partners
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF