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Schwab U S Broad Market ETF shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 374k 55.67
2023-09-30 $23M 465k 49.85
2023-06-30 $25M 481k 51.70
2023-03-31 $24M 506k 47.85
2022-12-31 $23M 520k 44.81
2022-09-30 $28M 664k 41.99
2022-06-30 $31M 696k 44.19
2022-03-31 $39M 734k 53.39
2021-12-31 $45M 394k 113.01
2021-09-30 $43M 411k 103.86
2021-06-30 $44M 419k 104.27
2021-03-31 $42M 437k 96.71
2020-12-31 $48M 528k 90.99
2020-09-30 $43M 534k 79.64
2020-06-30 $40M 541k 73.47
2020-03-31 $35M 576k 60.43
2019-12-31 $47M 607k 76.88
2019-09-30 $43M 605k 71.02
2019-06-30 $41M 574k 70.53
2019-03-31 $36M 524k 68.05
2018-12-31 $30M 493k 59.93
2018-09-30 $34M 479k 70.39
2018-06-30 $32M 488k 65.99
2018-03-31 $32M 503k 63.79
2017-12-31 $34M 528k 64.52
2017-09-30 $34M 550k 60.91
2017-06-30 $33M 562k 58.46
2017-03-31 $33M 576k 57.06
2016-12-31 $35M 645k 54.18
2016-09-30 $36M 686k 52.32
2016-06-30 $35M 697k 50.00
2016-03-31 $36M 731k 49.28
2015-12-31 $41M 837k 49.04
2015-09-30 $42M 903k 46.38
2015-06-30 $52M 1.0M 50.23
2015-03-31 $53M 1.1M 50.74
2014-12-31 $65M 1.3M 49.82
2014-09-30 $65M 1.4M 47.55
2014-06-30 $77M 1.6M 47.72
2014-03-31 $87M 1.9M 45.71
2013-12-31 $89M 2.0M 45.01
2013-09-30 $67M 1.6M 41.09
2013-06-30 $54M 1.4M 38.91
2013-03-31 $50M 1.3M 37.96
2012-12-31 $46M 1.3M 34.41
2012-09-30 $29M 839k 34.54
2012-06-30 $28M 858k 32.68

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HB Wealth Management
HighTower Advisors
HT Partners
Evergreen Advisors
Retirement Planning Group
Callan Capital
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF