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Schwab U S Broad Market ETF shares owned by Soltis Investment Advisors

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

Historical chart of Soltis Investment 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 Soltis Investment 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 Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 42k 25.71
2025-06-30 $994k 42k 23.83
2025-03-31 $781k 36k 21.53

More positions owned by Soltis Investment Advisors

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Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Security Natl Finl Corp Cl A New (SNFCA)
Netflix (NFLX)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Mcp Etf (IJH)
Broadcom (AVGO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Soltis Investment Advisors

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