Victrix Investment Advisors »

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

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

Historical chart of Victrix 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 Victrix Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Victrix Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 7.7k 26.23
2025-06-30 $217k 9.1k 23.83

More positions owned by Victrix Investment Advisors

NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
UnitedHealth (UNH)
Lockheed Martin Corporation (LMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
3M Company (MMM)
Cisco Systems (CSCO)

View all positions for Victrix Investment Advisors

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Strid
HighTower Advisors
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
BKD Wealth Advisors
Evergreen Advisors
HT Partners
AlphaCore Capital
TruNorth Capital Management

View all funds holding Schwab U S Broad Market ETF