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Schwab U S Broad Market ETF shares owned by Roberts Wealth Advisors

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

Historical chart of Roberts Wealth 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 Roberts Wealth 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 Roberts Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $538k 21k 25.10

More positions owned by Roberts Wealth Advisors

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trane Technologies SHS (TT)
Coherent Corp (COHR)
Merck & Co (MRK)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)

View all positions for Roberts Wealth Advisors

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors
HT Partners
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF