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

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

Historical chart of Walker 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 Walker 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 Walker Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 428k 25.71
2023-06-30 $218k 4.2k 51.70
2023-03-31 $202k 4.2k 47.85
2022-12-31 $202k 4.2k 47.85
2022-03-31 $248k 4.6k 53.39

More positions owned by Walker Financial Services

Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Walker Financial Services

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF