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Schwab U S Broad Market ETF shares owned by Targeted Financial Services

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

Historical chart of Targeted Financial Services 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 Targeted Financial Services 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 Targeted Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 7.0k 28.96

More positions owned by Targeted Financial Services

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust St Lon Treas Etf (SPTL)
Fidelity Covington Trust Msci Utils Index (FUTY)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Select Sector Spdr Tr St Str Stapl Etf (XLP)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Ishares Tr Core High Dv Etf (HDV)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for Targeted Financial Services

Top funds holding Schwab U S Broad Market ETF

Gallagher Fiduciary Advisors
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

View all funds holding Schwab U S Broad Market ETF