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

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

Historical chart of Pensionmark 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 Pensionmark 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $396k 7.1k 55.67
2023-09-30 $355k 7.1k 49.85
2023-06-30 $368k 7.1k 51.70
2023-03-31 $340k 7.1k 47.85
2022-12-31 $319k 7.1k 44.81

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Callan Capital
Retirement Planning Group
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF