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Schwab U S Broad Market ETF shares owned by RIA Advisory Group

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

Historical chart of RIA Advisory 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 RIA Advisory 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 RIA Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $567k 8.5k 66.52
2024-03-31 $495k 8.1k 61.05
2023-09-30 $284k 5.7k 49.85
2023-06-30 $264k 5.1k 51.70
2023-03-31 $244k 5.1k 47.85

More positions owned by RIA Advisory Group

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Silver Tr Ishares (SLV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Honeywell International (HON)
Invesco Qqq Tr Unit Ser 1 (QQQ)
International Business Machines (IBM)
Coca-Cola Company (KO)
Ishares Tr S&p 100 Etf (OEF)
Johnson & Johnson (JNJ)
Procter & Gamble Company (PG)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Microsoft Corporation (MSFT)

View all positions for RIA Advisory Group

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF