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Schwab U S Broad Market ETF shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 68k 61.05
2023-12-31 $3.3M 58k 55.67
2023-09-30 $2.8M 57k 49.85
2023-06-30 $3.7M 72k 51.70
2023-03-31 $2.5M 51k 47.85
2022-12-31 $1.9M 42k 44.81
2022-09-30 $543k 13k 41.98