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Schwab U S Broad Market ETF shares owned by Strive Financial Group

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

Historical chart of Strive Financial 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 Strive Financial 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 Strive Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $243k 8.4k 28.96
2026-03-31 $211k 8.4k 25.14
2025-12-31 $220k 8.4k 26.23

More positions owned by Strive Financial Group

Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA)
Zacks Earnings Consistent Portfolio Etf Uit Exchange Traded (ZECP)
Zacks Focus Growth Etf Uit Exchange Traded (GROZ)
Alphabet Inc Class C Common Stock (GOOG)
Zacks Small/mid Cap Etf Uit Exchange Traded (SMIZ)
Vanguard Mid-cap Index Fund Etf Shares Uit Exchange Traded (VO)
Nvidia Corp Common Stock (NVDA)
Alphabet Inc Class A Common Stock (GOOGL)
Eli Lilly And Common Stock (LLY)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Meta Platforms Inc Class A Common Stock (META)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Ishares Russell 1000 Growth Etf Uit Exchange Traded (IWF)

View all positions for Strive Financial Group

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