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Schwab U S Broad Market ETF shares owned by Secure Asset Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Secure Asset Management from 13F filings

Historical chart of Secure Asset Management 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 Secure Asset Management 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 Secure Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 9.8k 25.80
2025-06-30 $242k 10k 23.83

More positions owned by Secure Asset Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Tesla Motors (TSLA)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Costco Wholesale Corporation (COST)

View all positions for Secure Asset Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF