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Schwab U S Broad Market ETF shares owned by Portland Financial Advisors

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

Historical chart of Portland 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 Portland Financial Advisors 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 Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $291k 10k 28.96

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Omega Healthcare Investors (OHI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust St Shor Corp Etf (SPSB)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust St Str Rate Etf (FLRN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Spdr Series Trust St Str R1k Lowv (LGLV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust St Str Conv Etf (CWB)
Vanguard Index Fds Value Etf (VTV)

View all positions for Portland Financial Advisors

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
BKD Wealth Advisors
HT Partners

View all funds holding Schwab U S Broad Market ETF