Schwab U S Broad Market ETF shares owned by Carson Advisory
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory 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 Carson Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Carson Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $211k | 3.4k | 61.05 |
2023-12-31 | $202k | 3.6k | 55.67 |
2021-12-31 | $203k | 1.8k | 112.78 |