Schwab U S Broad Market ETF shares owned by REDW Stanley Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by REDW Stanley Financial Advisors
from 13F filings
Historical chart of REDW Stanley Financial Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by REDW Stanley Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 62k | 61.05 |
| 2023-12-31 | $3.5M | 63k | 55.67 |
| 2023-09-30 | $3.2M | 64k | 49.85 |
| 2023-06-30 | $3.4M | 66k | 51.70 |
| 2023-03-31 | $3.7M | 77k | 47.85 |
| 2022-12-31 | $3.5M | 78k | 44.81 |
| 2022-09-30 | $3.5M | 82k | 41.99 |
| 2022-06-30 | $3.7M | 83k | 44.20 |
| 2022-03-31 | $4.6M | 85k | 53.39 |
| 2021-12-31 | $4.8M | 42k | 113.02 |
| 2021-09-30 | $4.4M | 43k | 103.85 |
| 2021-06-30 | $4.5M | 43k | 104.26 |
| 2021-03-31 | $4.4M | 46k | 96.71 |
| 2020-12-31 | $4.2M | 46k | 90.99 |
| 2020-09-30 | $3.7M | 47k | 79.64 |
| 2020-06-30 | $3.5M | 48k | 73.47 |
| 2020-03-31 | $2.4M | 41k | 60.44 |
| 2019-12-31 | $2.5M | 32k | 76.89 |
| 2019-09-30 | $2.1M | 29k | 71.04 |
| 2019-06-30 | $1.9M | 28k | 70.54 |
| 2019-03-31 | $1.4M | 21k | 68.07 |
| 2018-12-31 | $1.3M | 22k | 59.95 |
| 2018-09-30 | $857k | 12k | 70.38 |
| 2018-06-30 | $803k | 12k | 65.98 |
| 2018-03-31 | $776k | 12k | 63.79 |
| 2017-12-31 | $518k | 8.0k | 64.57 |
| 2017-09-30 | $425k | 7.0k | 60.91 |
| 2017-06-30 | $401k | 6.9k | 58.40 |
| 2017-03-31 | $341k | 6.0k | 57.13 |
| 2016-12-31 | $258k | 4.8k | 54.18 |
More positions owned by REDW Stanley Financial Advisors
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